Investment Analyst

ADP, Inc.; Los Angeles (CA); On-site; USD 68,000 - 90,000; Full time

Benefits offered by this job

Discretionary Bonus

Medical, Dental & Vision Insurance

401(k)

Health Savings Account

Paid Maternity & Parental Leave

Tuition Reimbursement

Job summary

Evoke Advisors, a division of MAI Capital, seeks an Investment Analyst to join our team in Century City, CA. This role emphasizes portfolio analysis, financial modeling, and translating data into actionable insights for Ultra High Net Worth clients.

The position requires five days per week in the Century City office, with a focus on quantitative analyses, client deliverables, and credential progression toward CFA or CFP.

Qualifications

• Bachelor’s degree in finance, economics, accounting, mathematics, or related quantitative field.
• Advanced proficiency with Microsoft Excel (modeling, functions, data analysis); strong PowerPoint and Word skills.
• Interest in markets, investing, and wealth advisory in general.

Responsibilities

• Builds and maintains financial models and conducts portfolio analysis across asset classes.
• Reviews current client allocations and drafts recommendations for Advisor review, aligning with objectives and risk tolerance.
• Partners with Advisors and the client services team on asset allocation design and portfolio maintenance.
• Prepares client meeting materials, performance reporting, decks, and analyses to a standard of excellence.
• Prepares and maintains the underlying data supporting client performance reports.
• Builds fundamentals in the first year — financial modeling, data, deck creation, and learning how we invest and advise.
• Progresses toward an appropriate credential (CFA or CFP) over time.

Skills

Quantitative analysis

Excel

PowerPoint

Word

Business writing

Verbal communication

Education

Bachelor’s degree in finance, economics, accounting, mathematics

Tools

Microsoft Excel

PowerPoint

Word

Job description

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Investment Analyst

3 days ago Requisition ID: 1926

Salary Range: $68,000.00 To $90,000.00 Annually

GENERAL JOB DESCRIPTION

Evoke Advisors, a division of MAI Capital, is seeking an Investment Analyst with excellent quantitative, analytical, and interpersonal skills to join our team of Forbes- and Barron’s-recognized Advisors. This is a financial, markets-focused role for someone who thrives on portfolio analysis, financial modeling, and translating data into actionable insights for Ultra High Net Worth (UHNW) individuals and families. As a member of the advisory team, you will support Advisors in portfolio construction and analysis, performance reporting, and the execution of client requests, all delivered to a standard of excellence. The ideal candidate thinks critically, learns quickly, and works with precision in a fast-paced environment.

This position is based in the Century City office and requires five days per week in office.

MAJOR DUTIES AND RESPONSIBILITIES

• Builds and maintains financial models and conducts portfolio analysis across a range of asset classes and account structures
• Reviews current client allocations and drafts recommendations for Advisor review, keeping portfolios aligned with client objectives, risk tolerance, and mandates
• Partners with Advisors and the client services team on asset allocation design and portfolio maintenance
• Prepares client meeting materials, performance reporting, decks, and quantitative analyses to a standard of excellence
• Prepares and maintains the underlying data supporting client performance reports
• Builds fundamentals in the first year — financial modeling, data, deck creation, and learning how we invest and advise
• Progresses toward an appropriate credential (see Credential Path below)

EXPERIENCE / CREDENTIALS

• Bachelor’s degree in finance, economics, accounting, mathematics, or a related quantitative field
• Advanced proficiency with Microsoft Excel (modeling, functions, data analysis); strong PowerPoint and Word skills
• Interest in markets, investing, and wealth advisory generally. This role is a broad introduction to advising Ultra High Net Worth clients rather than a securities-research seat

CREDENTIAL PATH

Year one focuses on fundamentals. In the second and third years, Analysts begin working toward a credential aligned with their intended direction — the CFA for those moving toward research, or the CFP for those moving toward advising. Some designations carry work-experience requirements, so timing is planned individually.

SKILLS AND QUALIFICATIONS

• Strong quantitative and analytical skills
• Strong business writing and verbal communication skills
• Exceptional attention to detail and a high standard of accuracy
• Ability to manage competing priorities and meet deadlines in a fast-paced environment
• Intellectual curiosity and an all-in approach to learning
• Maintains strict confidentiality and discretion when handling sensitive client information

FEATURED BENEFITS

Discretionary Bonus · Medical, Dental & Vision Insurance · 401(k) · Health Savings Account · Paid Maternity & Parental Leave · Tuition Reimbursement