Investment Analyst

LeoForce; Pasadena (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

LeoForce in Pasadena, CA seeks an Investment Analyst to join a high‑touch wealth management team. A Bachelor’s degree is required and experience at a manager level is preferred, with a focus on rigorous investment analysis.

The role offers a salary of $90,000–$110,000 per year and requires CFA track progress or completion and Series 65 (or plan to attain). You will contribute to client strategies, collaborate across teams, and help families deploy wealth with purpose.

Qualifications

• Bachelor’s degree required for the role.
• CFA track in progress or completed is preferred.
• Series 65 certification or clear intention to attain it is expected.

Education

Bachelor’s Degree

Tools

Series 65

Job description

Investment Analyst

6876864

2 days ago

Job Description

Experience: Manager

Salary: $90,000 - $110,000 per year

Job Details

• Bachelor’s Degree
• CFA Track
• Series 65 (or clear intention to attain)

A bit about us:

We operate with a deeply client-centric philosophy, delivering comprehensive, high-touch solutions designed to support families holistically. We aim to set a new standard in the financial services landscape—combining deep expertise, unwavering client loyalty, and forward-thinking innovation to help families deploy their wealth with purpose and lasting impact.

Why join us?

• Detail-Oriented — You produce consistently accurate, high-quality work
• Curious — You ask smart questions and actively seek feedback
• Disciplined — You rely on systems and processes to execute reliably
• Collaborative — You build strong relationships across teams
• Solution-Focused — You approach challenges with optimism and creativity
• Self-Driven — You take initiative and move work forward independently

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