Investment Analyst

Walrath Recruiting, Inc.; City of Saratoga Springs (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Walrath Recruiting, Inc. is searching for a driven and analytical Investment Analyst to join an investment and wealth management advisory firm in Saratoga Springs. This in-office role provides hands-on experience in supporting senior advisors across investment research, financial planning, client service, and growth initiatives.

The ideal candidate will have a Bachelor’s degree in finance or a related field and possesses strong analytical skills, alongside a desire to build a long-term career in investment advisory.

Qualifications

• 0–5 years of experience in finance, accounting, business, or a related field.
• Strong analytical and problem-solving skills.
• Desire to grow into a long-term advisory or investment management role.

Responsibilities

• Support senior advisors in financial planning, portfolio construction, and investment research.
• Conduct market research and assist with investment due diligence.
• Assist with client onboarding and ongoing service and operational requests.

Skills

Analytical skills

Problem-solving skills

Communication skills

Team-oriented mindset

Education

Bachelor’s degree in Finance, Accounting, Business, Economics

Job description

Description: We are seeking a driven, analytical, and team-oriented Investment Analyst to join our client’s growing investment and wealth management advisory firm. This in-office role offers hands-on experience supporting senior advisors across investment research, financial planning, client service, and firm growth initiatives.

The ideal candidate is a recent graduate or early-career professional motivated to build a long-term career in investment advisory, financial planning, and wealth management.

Responsibilities

• Support senior advisors in financial planning, portfolio construction, and investment research
• Conduct market research and assist with investment due diligence
• Assist with client onboarding and ongoing service and operational requests
• Participate in internal strategy discussions and firm growth initiatives
• Contribute to the firm’s digital presence, including research support, content ideation, analytics, or production assistance
• Continuously develop technical knowledge, industry expertise, and professional skills
• Track progress on projects and support team efficiency

Qualifications

• 0–5 years of experience in finance, accounting, business, or a related field
• Bachelor’s degree in Finance, Accounting, Business, Economics, or related discipline
• Previous collegiate athletics experience is a plus
• Strong analytical and problem-solving skills
• Competitive, disciplined, and team-oriented mindset
• Excellent written and verbal communication skills
• Desire to grow into a long-term advisory or investment management role
• Motivated to pursue professional certifications such as CFP, CFA, CAIA, or CPA