Entry-Level Investment Analyst — Trading & Data

Confluence Wealth Services, Inc.; Sewickley (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Paid Time Off (PTO)

Paid holidays

Job summary

Confluence Financial Partners in Sewickley, PA is seeking an entry-level Investment Analyst to support portfolio trading activities, perform due diligence, and manage critical financial databases.

The ideal candidate will be detail-oriented, analytical, and eager to learn, with a finance degree and exposure to financial markets; you will work closely with the CIO and COO to ensure smooth trading and data integrity, and you’ll benefit from the firm’s core values.

Qualifications

• Bachelor’s degree in finance or related field.
• Prior experience in a similar position preferred.
• Progress toward CFP or CFA designation preferred.

Responsibilities

• Facilitate trade execution, ensuring timely and accurate processing of trades.
• Collaborate with Chief Investment Officer and Wealth Managers to implement trade strategies efficiently.
• Maintain accurate records of trade activities and provide reporting to stakeholders.
• Assist in performing due diligence on current and prospective investments and investment strategies.
• Work directly with the Chief Investment Officer to produce research reports and presentations for use with the firm’s Investment Advisory Committee.
• Maintain and update financial databases within Black Diamond and other related systems to ensure data integrity and accuracy.
• Troubleshoot database issues and implement solutions to enhance performance.

Education

Bachelor’s degree in finance or related field

Job description

Confluence Financial Partners in Sewickley, PA is seeking an entry-level Investment Analyst to support portfolio trading activities, perform due diligence, and manage critical financial databases.

The ideal candidate will be detail-oriented, analytical, and eager to learn, with a finance degree and exposure to financial markets; you will work closely with the CIO and COO to ensure smooth trading and data integrity, and you’ll benefit from the firm’s core values.