Investment Analyst

Summary

Join World Investment Advisors as a dynamic Investment Analyst and contribute to the team's growth. This role involves conducting in-depth research on investment strategies, preparing comprehensive reports, and presenting findings to stakeholders. You will assist in portfolio management, ensuring compliance with regulations. A bachelor's degree or equivalent experience, along with at least two years in investment management, is required. Series 65/66 and Series 7 licenses are necessary or must be obtained within a year. The company offers a competitive salary, bonus program, and a comprehensive benefits package including health insurance, paid time off, and remote work opportunities.

Requirements

• Bachelors degree (or equivalent relevant industry experience of 4+ years)
• Minimum of 2+ years of professional experience in investment management, wealth management, or related field
• Excellent analytical, problem solving, and decision-making skills
• Strong written and verbal client communication skills, outstanding attention to detail, and excellent responsiveness to requests/questions in a professional setting
• Ability to manage multiple tasks/projects simultaneously
• Excellent accountability for deadlines and execution of tasks and follow-up
• Strong aptitude for working collaboratively in a team environment while working in a fully remote capacity
• Series 65/66 and Series 7 licenses, or willingness to get licenses within 12 months of start date

Responsibilities

• Assist with or perform research on investment strategies, as directed by the CIO or Investment Team leadership, including but not limited to: Qualitative Strategy Research: Gather and review qualitative information about investment strategies from various sources
• Interview investment strategy management teams to develop a deep understanding of their investment decision-making system, including key personnel, investment philosophy, decision processes, and portfolio construction
• Quantitative Strategy Research: Evaluate investment strategy data, including but not limited to returns, risk metrics, holdings and allocation data, and other strategy-related data from Morningstar Direct and other sources
• Initial Investment Recommendations: Formulate a recommendation on reviewed investment strategies by analyzing and synthesizing qualitative and quantitative research
• Prepare a comprehensive written review report including analysis and a recommendation on the investment strategy
• Verbally present the review report to the appropriate committee/stakeholders and respond to any questions from said committee/stakeholders
• Ongoing Monitoring: Perform ongoing monitoring and due diligence of investment strategies within their assigned coverage, including an annual review report
• Product Risk Assessment: Perform and document risk assessment of assigned investment products/strategies for various risks and then present findings to WIA Product Risk Committee
• Assist with or perform research on other investment topics, as directed by the CIO or Investment Team leadership
• Condense work results and/or recommendations into concise, relevant, and understandable deliverables and visualizations for the Chief Investment Officer (CIO), Investment Team members, and/or other audiences, including World Investment Advisors clients
• Develop and maintain relevant documentation for research projects, tasks, and assignments
• Assist with various steps of the portfolio management process, as directed by the CIO or Investment Team leadership, including but not limited to: Prepare and present data, analytics, and research for Asset Allocation Committee meetings
• Implement model portfolio changes in accounts subscribed to WIA model programs
• Trade client accounts subscribed to model portfolios managed by the WIA Investment Team
• Manage data inputs and outputs for the WIA model programs
• Ensure all activities are in compliance with applicable rules, regulations, policies, and procedures
• Perform additional related work and responsibilities as assigned by the CIO or Investment Team leadership

Preferred Qualifications

• Professional experience researching investment strategies and investment managers
• Professional experience implementing model portfolios in client accounts and/or trading client accounts
• Professional experience using Morningstar Direct to gather and analyze investment strategy data
• Progress or completion of advanced investment-related credentials, such as the Chartered Financial Analyst (CFA) designation or a Master’s degree in a related field

Benefits

• 401(k) with Employer Match
• Health Insurance (with HSA option)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Generous Paid Time Off Policy
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Maternity/Paternity Leave Policy
• Remote Work Opportunity
• Bonus program