

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.