Investment Analyst

C³ Wealth Management; King of Prussia (PA); Sur place; USD 80 000 - 110 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Employer retirement plan with matching

Full benefits (medical, dental, vision

Flexible scheduling with sick and/or/0

Licensing reimbursement

Opportunity to gain knowledge and work

Résumé du poste

C3 Wealth Management is seeking an Investment Analyst / Associate Portfolio Manager to oversee the day-to-day advisory client portfolios. You will monitor a growing book of accounts, identify trends, and keep portfolios aligned with firm models and clients' goals.

You will execute trades, support advisors, produce research, and contribute to customized investment strategies over time. Reporting to CIO and Director of Planning & Wealth, this role offers growth within a respected financial

Qualifications

• Bachelor's degree in Finance, Economics or a related field.
• 1-3 years of experience in investment analysis, portfolio management or trading operations preferred.
• Highly proficient in Excel, and highly adaptable to new technologies and platforms.
• Experience with Bloomberg, Morningstar and/or YCharts preferred.
• SIE/Series7/Series 66, or ability to obtain within set timeframe.
• CFA candidacy preferred but not required.

Responsabilités

• Carry out and implement the firm's investment initiatives under the direction of the CIO and Director of Planning & Wealth, turning investment decisions into action across all client portfolios.
• Monitor the firm's advisory accounts daily. Identify trends, patterns and outliers across the book, such as allocation drift, excess cash, concentrated positions and holdings that no longer fit a client's strategy, and act on them before they become problems.
• Reduce clutter and complexity across client portfolios by consolidating legacy and redundant holdings and streamlining positions.
• Work with the trading team to process contributions and withdrawals, invest new cash over time, and carry out tax-loss harvesting trades.
• Prepare investment write-ups. Analyze the existing portfolios of prospective and new clients, including holdings, costs, embedded gains and overlap, to recommend a tax-efficient transition plan.
• Provide clear, well-supported answers to ad hoc questions on positions, performance, tax impact and portfolio changes, and join client and prospect meetings as needed.
• Research and monitor the funds, ETFs and individual securities on the firm's approved investment list, using Bloomberg, Morningstar and YCharts for portfolio analytics, screening and fund research.
• Help design customized portfolios for clients with unique needs, such as concentrated stock positions, tax constraints or specific preferences, and document each client's investment plan.
• Maintain accurate portfolio data, and help build reporting and monitoring tools that make it easier to oversee client portfolios at scale.
• Take part in internal investment committee discussions and case reviews, and keep research and process documentation organized for the team.

Connaissances

Financial analysis

Excel proficiency

AI adoption in analysis

Attention to detail

Communication skills

Formation

Bachelor's degree in Finance, Economics or related field

Outils

Excel

Bloomberg

Morningstar

YCharts

Description du poste

COMPANY DESCRIPTION

C3 Wealth Management provides our clients the confidence and security to help them achieve financial independence and fulfill their purpose. Our nationally recognized team serves as a financial partner, providing comprehensive and collaborative financial planning strategies to address the unique objectives and challenges of our clients. Our focus on client well-being—paired with sound investment portfolios, disciplined risk management techniques, and effective tax and estate planning tools—places us at the forefront of our profession.

OVERALL FUNCTION

The Investment Analyst / Associate Portfolio Manager is responsible for the day-to-day oversight of the firm's advisory client portfolios. You'll monitor a large and growing book of accounts, spot trends and issues early, and keep every portfolio aligned with both firm models and each household's goals and circumstances. A core part of the role is making portfolios cleaner, simpler and more efficient while working through the many account types and household structures we serve. You'll also execute trades, support advisors and produce research. Over time, the role builds toward designing customized investment strategies for new and existing clients. This person will report to the Chief Investment Officer and the Director of Planning & Wealth.

GENERAL RESPONSIBILITIES

• Investment Strategy Implementation: Carry out and implement the firm's investment initiatives under the direction of the Chief Investment Officer and Director of Planning & Wealth, turning investment decisions into action across all client portfolios.
• Ongoing Portfolio Oversight: Monitor the firm's advisory accounts every day. Identify trends, patterns and outliers across the book, such as allocation drift, excess cash, concentrated positions and holdings that no longer fit a client's strategy, and act on them before they become problems.
• Portfolio Efficiency & Simplification: Reduce clutter and complexity across client portfolios by consolidating legacy and redundant holdings and streamlining positions. Coordinate investments across each household's accounts so they work together efficiently, while respecting tax considerations, account structures and each client's goals, preferences and circumstances.
• Trading, Rebalancing & Model Implementation: Work with the trading team to process contributions and withdrawals, invest new cash over time, and carry out tax-loss harvesting trades. Keep accounts aligned with the firm's model portfolios through regular and quarterly rebalancing, and roll out firm-wide model changes, adjusting for each client's tax situation, account type and strategy.
• Investment Write-Ups & Takeover Analysis: Prepare investment write-ups. Analyze the existing portfolios of prospective and new clients, including holdings, costs, embedded gains and overlap, to recommend a tax-efficient transition plan.
• Advisor & Client Support: Serve as an investment resource for advisors and clients. Provide clear, well-supported answers to ad hoc questions on positions, performance, tax impact and portfolio changes, and join client and prospect meetings as needed.
• Research & Due Diligence: Research and monitor the funds, ETFs and individual securities on the firm's approved investment list, using Bloomberg, Morningstar and YCharts for portfolio analytics, screening and fund research.
• Custom Portfolio Construction: Help design customized portfolios for clients with unique needs, such as concentrated stock positions, tax constraints or specific preferences, and document each client's investment plan.
• Reporting & Data Integrity: Maintain accurate portfolio data, and help build reporting and monitoring tools that make it easier to oversee client portfolios at scale.
• Collaboration & Knowledge Sharing: Take part in internal investment committee discussions and case reviews, and keep research and process documentation organized for the team.

QUALIFICATIONS

• Bachelor's degree in Finance, Economics or a related field
• 1-3 years of experience in investment analysis, portfolio management or trading operations preferred
• Highly proficient in Excel, and highly adaptable to new technologies and platforms
• Demonstrated adoption of AI, including AI assistants, AI agents and AI-assisted coding, to automate workflows, speed up analysis and improve output quality
• Experience with portfolio management, trading or rebalancing software strongly preferred
• Experience with Bloomberg, Morningstar and/or YCharts preferred
• Working knowledge of tax-efficient investing strategies (tax-loss harvesting, wash sale rules, asset location)
• Ability to oversee a large number of accounts while still giving attention to each household's details
• A natural drive to simplify complex situations and find more efficient ways of doing things
• Ability to handle detailed work with a high degree of accuracy
• Strong analytical and problem-solving skills
• Excellent written and oral communication skills
• Ability to manage competing priorities and ad hoc requests
• Ability to work both independently and on a team
• Ability to maintain confidentiality
• SIE/Series7/Series 66, or ability to obtain within a set timeframe
• CFA candidacy preferred but not required

INCENTIVES

• Competitive compensation
• Employer retirement plan with matching contribution
• Full benefits including medical, dental, vision, life and long-term disability insurance
• Flexible scheduling with sick and vacation pay
• Reimbursement for expenses related to industry licenses or professional accreditation programs
• Opportunity to gain knowledge and experience by working with a highly respected and successful financial services team