Senior Investment Analyst

Description

This role serves as a key contributor to the creation, oversight, and ongoing enhancement of a centralized investment platform supporting a nationwide wealth management organization. Ideal candidates bring 3–8 years of investment experience and thrive in complex environments requiring analytical rigor and independent decision-making. Senior Analysts lead advanced research, oversee operational workflows, mentor junior team members, and drive process improvements. The position operates at the intersection of investment research, platform strategy, advisor support, and analytics, with exposure to both public and private markets.

• Conduct ongoing monitoring, re-underwriting, and performance reviews across a wide range of investment strategies, including:
• Develop scalable, programmatic processes to streamline trading and operational workflows. Enhance data quality and improve the speed and depth of due-diligence processes. Partner with trading, operations, compliance, and technology teams to support end-to-end execution.
• Provide expert insights on investment products and portfolios. Address complex advisor inquiries and support proposal development for high-value or nuanced cases.
• Oversee the firm’s performance reporting framework, including composite creation and management, and produce attribution reports to help stakeholders interpret investment results.
• Assist with onboarding acquired advisory firms by migrating assets onto the centralized platform and identifying suitable investment solutions for advisors and end-clients.
• Build and maintain dashboards and analytical reports evaluating performance, risk, exposures, and peer comparisons using industry-standard analytics tools. Conduct performance attribution, benchmark analysis, and dispersion reviews.
• Support implementation, monitoring, and quality control of investment strategies across a centralized platform, ensuring adherence to model guidelines.
• Maintain productive relationships with external investment managers and support ongoing diligence across traditional and alternative strategies.

Requirements

• Experience with programmatic analysis tools (Python, R, MATLAB) is a plus
• Excellent verbal and written communication abilities
• Deep knowledge of major asset classes (equities, fixed income, alternatives, real estate)
• 3–8 years of experience in asset management, wealth management, or a related investment function
• Strong attention to detail and project management skills
• CFA designation (or active candidacy) highly preferred
• Ability to work independently and manage complex, multi-stakeholder assignments
• Advanced proficiency with investment analytics platforms

Benefits

• Private credit, private equity, private real estate, hedge funds

Training + Development

Interview process

Visa Sponsorship

Security clearance