Investment Analyst

MAI Wealth Management, 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

MAI Wealth Management, Inc. is seeking an Investment Analyst to join our Century City team. This role focuses on portfolio analysis, financial modeling, and translating data into actionable insights for Ultra High Net Worth clients.

The Analyst supports Advisors in portfolio construction, reporting, and client requests with precision and quick learning in a fast-paced environment. This position requires five days per week in the office and offers a path toward relevant CFA/ CFP credentials as

Qualifications

• Advanced proficiency with Microsoft Excel (modeling, data analysis).
• Strong business writing and verbal communication skills.
• Interest in markets, investing, and wealth advisory.

Responsibilities

• Build and maintain financial models and conduct portfolio analysis across asset classes.
• Review client allocations and draft recommendations for Advisors.
• Partner with Advisors on asset allocation design and portfolio maintenance.
• Prepare client meeting materials, performance reporting, and analyses.
• Maintain data supporting client performance reports.
• Progress toward a credential aligned with research or advising.

Skills

Excel proficiency

PowerPoint

Word skills

Quantitative analysis

Financial modeling

Education

Bachelor’s degree in finance, economics, accounting, mathematics, or related quantitative field

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

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