Investment Analyst

GeoWealth; Chicago (IL); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Join a forward-thinking fintech firm that delivers an award-winning digital advisory platform. As an Investment Analyst, you'll support senior leaders in providing investment insights and analytics. This role offers the chance to work on diverse projects, contribute to portfolio management, and engage with clients. Enjoy a hybrid work schedule and a vibrant company culture that promotes professional growth and a balanced work-life experience. With comprehensive benefits and a modern office in Chicago, this position is ideal for motivated individuals looking to make a significant impact in the financial services industry.

Benefits

Flexible PTO

Maternity and Paternity Leave

Medical, Dental, and Vision Insurance

401(k) with Company Match

Free Access to Mental Health Solutions

Weekly Catered Lunches

On-site Gym

Casual Work Environment

Opportunities for Professional Growth

Stocked Kitchen with Snacks

Qualifications

• 2+ years of relevant experience in asset management and portfolio analytics.
• Strong communication skills, both verbal and written.
• Advanced Excel skills with programming experience in Python and SQL.

Responsibilities

• Conduct portfolio analytics and attribution for various models.
• Assist in portfolio construction and rebalancing.
• Prepare client deliverables and support Investment Committee content.

Skills

Asset Management

Portfolio Management

Due Diligence

Portfolio Analytics

Verbal Communication

Written Communication

Advanced Excel

Python

SQL

Research Skills

Education

BA/BS in Finance

BA/BS in Economics

BA/BS in Accounting

BA/BS in Management

BA/BS in Engineering

Tools

Morningstar Direct

Job description

This range is provided by GeoWealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $110,000.00/yr

Additional compensation types

Annual Bonus

Investment Analyst

https://geowealth.com/careers/investment-analyst-chicago-il/

Chicago, IL | Full time, hybrid on-site schedule

________________________

OPPORTUNITY

GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry.

The Investment Solutions Team is seeking a highly motivated Investment Analyst to support the Chief Investment Officer and Senior Portfolio Manager in delivering investment insights, portfolio management analytics and execution, and client-facing materials across the firm’s investment platform.

Learn more about GeoWealth via our website and LinkedIn profile.

________________________

RESPONSIBILITIES

• Conduct portfolio analytics and attribution, including performance, risk, and positioning analysis for proprietary GeoWealth models, third-party models, and custom RIA home office portfolios.
• Assist in portfolio construction, implementation, and rebalancing, working closely with the investment operations team.
• Conduct qualitative and quantitative research on investment managers across asset classes to support due diligence, selection, and ongoing monitoring within multi-asset portfolios.
• Prepare client deliverables, including customized portfolio reviews, investment commentary, and supporting materials for meetings.
• Contribute to the development of Investment Committee content, including research summaries, capital markets outlooks, and portfolio recommendations.
• Help create and refine presentation materials for internal webinars, external events, and custom client marketing collateral.
• Take ownership of cross-functional projects such as asset classification and taxonomy standardization across models, SMAs, and various other instruments and strategies on the platform.
• Partner with the digital product team to inform, test, and iterate on new platform features and functionality that enhance the advisor experience.
• Prepare the CIO and Senior Portfolio Manager for meetings and demos showcasing investment capabilities and tools available on the platform to internal stakeholders, prospects, and clients.

________________________

SKILLS, KNOWLEDGE AND EXPERIENCE

• 2+ years of relevant work experience in asset management, portfolio management, due diligence, portfolio analytics
• Strong ability to communicate effectively with superior verbal and written communication skills.
• BA/BS in finance/economics/accounting/management/engineering (or similar)
• Advanced Excel skills and some experience in programming and querying languages, for example Python and SQL
• Experience with Morningstar Direct
• CFA Level II or III Candidate

________________________

COMPANY CULTURE & PERKS – HIGHLIGHTS:

• Casual work environment with fun, hard-working, and open-minded coworkers
• Competitive salary with opportunity for performance-based annual bonus
• Opportunities to up-skill, explore new responsibilities, and network across departments
• Defined and undefined career pathways allowing you to grow your own way
• Flexible PTO and work schedule to ensure our team balances work and life
• Hybrid work schedule, with three days in the office and two days working from home
• Maternity and paternity leave

Taking Care of Your Future ️

• Medical, Dental, and Vision, Disability insurance
• Free access to Spring Health, a comprehensive mental health solution
• 401(k) with company match and a broad selection of investments
• Voluntary insurance: short-term disability, long-term disability, and life insurance
• FSA and transit benefits for employees that contribute pre-tax dollars

Other Fun Stuff

• Modern office space on Chicago’s Magnificent Mile with free on-site gym and nearby parking
• Weekly catered lunches in the Chicago office, plus monthly happy hours
• Stocked kitchen in Chicago with snacks and drinks
• GeoWealth was recognized as “Best Place to Work” by Purpose Job’s 2025, 2024 and 2022
• GeoWealth was recognized as “Best Place to Work” by Built In in 2024, 2023 and 2022

________________________

LOCATION

GeoWealth’s Home Office is located at 444 N. Michigan Ave., Suite 3150, Chicago, IL 60611. Candidates will be expected to maintain a hybrid in-office schedule.

________________________

SALARY RANGE

This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand.

GeoWealth is an equal employment opportunity employer and does not discriminate in its employment decisions on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, physical or mental disability, or on any other basis that would be in violation of any applicable federal, state or local law. Any offer of employment is contingent upon a background check.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst, Consulting, and Project Management

• Industries

  Financial Services, Investment Management, and IT Services and IT Consulting

Referrals increase your chances of interviewing at GeoWealth by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Get notified about new Investment Analyst jobs in Chicago, IL.

Chicago, IL $100,000.00-$140,000.00 3 weeks ago

Chicago, IL $95,000.00-$110,000.00 2 weeks ago

Chicago, IL $80,000.00-$140,000.00 2 weeks ago

Chicago, IL $133,500.00-$226,900.00 2 weeks ago

Private Equity Investment Vice President (Must have PE deal experience) No Solicitors Please

Analyst - Finance & Portfolio Valuations

Financial Analysis Manager - Chicago, IL (Hybrid)

Infrastructure & Public Finance - Investment Banking Analyst & Associate

Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds team, Vice President - Chicago

Associate Director, Accelerators and Investments

Chicago, IL $115,000.00-$130,000.00 10 hours ago

Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS)

Chicago, IL $190,000.00-$225,000.00 5 days ago

Chicago, IL $164,600.00-$288,000.00 2 weeks ago

Investment Officer- Diverse and Emerging Managers

Vice President for Finance and Administration and Chief Financial Officer

Chicago, IL $90,000.00-$130,000.00 2 weeks ago

Capital Markets Institutional Investments Managing Director

Manager, Fixed Income and Alpha Strategies

Research Analyst- Global Law Firm (Chicago, LA or Century City)

Chicago, IL $88,000.00-$115,000.00 2 weeks ago

Investment Executive (Financial Advisor) Orland Park, IL

Consultant, Client Service, Investment Operations Outsourcing

Chicago, IL $80,000.00-$90,000.00 3 weeks ago

Consumer Investments Market Leader - Chicago, IL

Chicago, IL $126,200.00-$162,300.00 4 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.