Investment Analyst

Lead Advisor; North Carolina; Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

Lead Advisor is sourcing a qualified investment professional for a wealth management practice in the Raleigh–Durham area. The candidate will perform benchmarking, performance reporting, and maintain CRM data accuracy while conducting both advisory and brokerage trading activities.

Responsibilities include ad hoc research, tax loss harvesting, and opportunistic rebalancing to optimize client portfolios. Strong presentation skills and market insight are essential.

Formación

• Bachelor’s degree in Finance, Economics or related field is required.
• 3–7 years of direct experience in asset management or investment functions preferred.
• FINRA SIE, Series 7 and 63 licenses required.

Responsabilidades

• Benchmarking and creating performance reports.
• Ensuring all information is up to date in CRMs.
• Ad hoc investment research reports.
• Investment trading and initial onboarding trading for advisory and brokerage accounts.
• Ongoing trading for advisory and brokerage accounts.
• Tax loss harvesting; opportunities for rebalancing and tilts.

Conocimientos

Investment analytics

Client presentations

Trading execution

Financial reporting

Educación

Bachelor’s degree in Finance or Economics

Herramientas

Pershing

Morningstar

Envestnet EV2

NetX360

Descripción del empleo

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients, an established wealth management practice in Raleigh-Durham.

Responsibilities

• Benchmarking and creating performance reports
• Ensuring all information is up to date in CRMS
• Ad hoc investment research reports
• Investment Trading
• Initial onboarding trading for advisory and brokerage accounts
• Ongoing trading for advisory and brokerage accounts
• Tax loss harvesting
• Opportunistic rebalancing
• Tactical tilts
• Elimination of current holding(s) and/or introduction of new holding(s)

Qualifications

• Bachelor’s degree in Finance, Economics or related field
• 3-7 years of direct experience in asset management, preferably working in investment-related functions
• FINRA SIE, Series 7, and 63 licensed

Required Skills

• Strong knowledge of traditional and non-traditional asset classes
• Excellent client presentation and analytical skills
• Experience with Pershing platform, Morningstar, Envestnet (EV2) and/or NetX360 technology a plus
• Strong understanding of investment strategies, financial planning, and trade execution

Preferred Skills

• Collaborative and detail-oriented with strong follow-through
• High adaptability and openness to learning new investment systems and tools
• Analytical mindset with the ability to assess market trends and risk management strategies