Investment Analyst

LCG Associates, Inc.; Atlanta (GA); On-site; USD 60,000 - 86,000; Full time

Benefits offered by this job

Employee-owned firm

CFA/CAIA sponsorship

Mentorship program

Competitive compensation

Benefits package

Volunteer opportunities

Job summary

LCG Associates, Inc. in Atlanta, GA is seeking an Investment Analyst to support client teams across institutional and private wealth accounts.

You will prepare performance reports, assist with manager searches, and contribute to committee materials while gaining exposure to public equities, fixed income, hedge funds, private capital and real estate. As an entry-level role, you will work under supervision, receive comprehensive training, and gradually take on responsibility.

Qualifications

• Strong analytical, writing and communication skills.
• Self-starter with ability to work independently.
• Able to manage multiple tasks and tight deadlines.
• Detail-oriented with high accuracy reporting.

Responsibilities

• Prepare performance reports and exhibits for client teams.
• Support investment manager searches and analyses.
• Assist with Investment Committee materials and internal research projects.
• Participate in investment research across asset classes: equities, fixed income, hedge funds, private capital, real estate.
• Meet with managers, assist with due diligence, summarize findings, and monitor strategies.

Skills

Analytical skills

Writing skills

Communication skills

Self-starter

Multi-tasking

Attention to detail

Positive attitude

Education

Bachelor’s degree in Finance or Economics

Job description

The Investment Analyst is an integral part of multiple client teams supporting our institutional and private wealth clients. They will collaborate with our Consultants and Senior Consultants to provide support in various client-specific analytical activities. Typical responsibilities include preparing performance reports and exhibits, supporting manager searches and analyses, assisting with Investment Committee materials, and contributing to internal research projects.

In addition to supporting client-related analytical activities, the Investment Analyst will participate in the firm's investment research process across traditional and alternative asset classes, including public equities, fixed income, hedge funds, private capital, and real estate. Analysts regularly meet with investment managers, assist with investment manager due diligence, prepare and document manager meetings, summarize key findings, and contribute to the firm's ongoing evaluation and monitoring of investment strategies. This provides a unique opportunity to gain exposure to a wide range of investment approaches and interact directly with investment professionals early in one's career.

This is an entry-level role designed for early-career professionals. Analysts work under close supervision, receive comprehensive training, and progressively take on responsibility as skills develop. Success in the first year is defined by strong analytical execution, contribution to the team, responsiveness, and demonstrated growth.

What We’re Looking For:

• Strong academic credentials preferring candidates with a Bachelor’s degree in Finance or Economics with a keen interest in the capital markets.
• An exceptional work ethic along with strong analytical, writing and communication skills.
• A highly motivated individual, who is a self-starter, able to work independently, receptive to feedback, and willing to learn.
• Multi-tasker: Well-organized and efficient, with the ability to manage deadline-driven work and shifting priorities.
• Strong attention to detail as accurate and timely reporting is essential.
• A positive, “can do” attitude regarding every task as an opportunity to learn.
• LCG maintains a strong professional development culture. Analysts are expected to pursue the CFA designation, with firm-sponsored support, followed by the CAIA designation as their role and responsibilities evolve.

What We Offer:

• Fulfilling work by placing client needs, exceptional research, and teamwork first.
• Opportunity to add value early while building skills through training and mentorship.
• Employee-owned firm with a strong client-first culture
• Exposure to all asset classes with direct investment manager engagement
• Analysts work collaboratively within project teams, with support, review, and mentorship from experienced consultants.
• Comprehensive training program to help you succeed.
• LCG encourages continuing education and internal advancement, including providing support and full sponsorship to pursue the CFA and CAIA designations.
• Stimulating work with opportunities to learn about all asset classes and develop superior client service skills.
• Our flat organizational structure offers increased access to experienced Senior Leadership and mentorship opportunities. The Investment Analyst will report to the Director of Analysts.
• A fun work environment that fosters and requires collaboration and teamwork.
• Competitive pay and benefits, which could include matching 401(k) contributions, profit sharing, health/vision/dental insurance plans, discretionary bonuses, and paid time off.
• Social and community volunteer opportunities.

This is a full-time position in our Atlanta, GA office. The position does not require any travel.

Who We Are:

LCG is a national consulting firm headquartered in Atlanta, Georgia with offices in Dallas, Texas and Seattle, Washington. Our sole focus is providing investment consulting services. We are an independent, 100% employee-owned firm. We believe this ensures LCG’s and our clients’ interests are aligned long-term. Our goal is to provide a select number of clients with highly customized advice and serve as an “extension of staff.” We work with nationally recognized foundations, endowments, corporations, non-profits, and other institutions as well as private investors.Our job is to help them achieve their portfolio goals in order to further their mission.Being in business for 50+ years and continuing to grow, we hope you’ll consider joining LCG’s team.

Commitment to Equal Opportunity:

At LCG, our policy is to hire the most qualified individuals. We provide equal employment opportunities for our present and prospective team members. LCG prohibits discrimination and harassment of any type on the basis of race, ethnicity, gender, national origin, religion, sexual orientation, pregnancy, disability status, marital status, age, genetics, protected veteran status, or any other characteristic protected by federal, state, or local laws. We comply with equal opportunity laws and with the spirit of those laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.