Investment Analyst

CFA Institute; Leesburg (VA); Remote; USD 60,000 - 100,000; Full time

Job summary

An innovative boutique advisory firm is seeking a strategic Investment Analyst with a passion for investment strategy and a strong grasp of global markets. This role offers the opportunity to lead investment research, collaborate closely with the firm's founder, and directly influence client outcomes. Join a close-knit culture that values new ideas and offers flexible work structures, competitive compensation, and potential for equity participation. If you're driven and eager to make a meaningful impact in a modern advisory environment, this is the perfect opportunity for you.

Benefits

Flexible work structure

Collaborative culture

Competitive compensation

Equity participation potential

Qualifications

• 3+ years of experience in portfolio analysis or related advisory role.
• CFA Charterholder or CFA Level III Candidate is required.

Responsibilities

• Lead or support investment research and asset allocation strategy.
• Monitor private and public investment opportunities.

Skills

Investment Research

Portfolio Analysis

Asset Allocation Strategy

Communication Skills

Presentation Skills

Global Markets Understanding

Education

CFA Charterholder

CFA Level III Candidate

Job description

Brass Capital is not your traditional financial advisory firm. We are a boutique RIA built around deep strategy, high-touch service, and specialized planning for athletes, entrepreneurs, and ultra-driven professionals. Our approach is collaborative, proactive, and focused on delivering far more than investment returns — we act as strategic partners in the wealth and lives of our clients.

Role: Investment Analyst / CFA – Strategic Role at Boutique Sports-Focused Advisory Firm

Location: Open to Remote | Firm HQ: [Leesburg, Va]

Company: Brass Capital

Type: Full-Time

With a strong client base in the professional sports world, we bring unique complexity and high expectations to every engagement. We are growing and looking to bring on a sharp, driven, and strategic CFA or CFA Level III Candidate who wants to do meaningful work inside a nimble, modern advisory environment.

What You’ll Do

• Lead or support investment research and asset allocation strategy
• Monitor private and public investment opportunities, including alternatives
• Collaborate closely with the founder on portfolio construction, macro positioning, and high-value client cases
• Develop internal investment models, reports, and presentations
• Actively participate in client and prospect strategy development (if desired)

What We’re Looking For

• CFA Charterholder or CFA Level III Candidate (Required)
• 3+ years of experience in portfolio analysis, research, or related advisory role
• Passion for investment strategy and a strong grasp of global markets and asset classes
• Excellent communication and presentation skills
• Bonus: Experience or passion for sports/entertainment clientele

Why Brass Capital

• Be part of a modern, strategic RIA where your work directly influences client outcomes
• Close-knit, collaborative culture where new ideas are encouraged
• High-impact clientele and real decision-making opportunities
• Flexible work structure and room to grow with the firm
• Competitive compensation and long-term potential for equity participation