Investment Analyst

Confluence Wealth Services, Inc.; Sewickley (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Paid Time Off (PTO)

Paid holidays

Job summary

Confluence Financial Partners in Sewickley, PA is seeking an entry-level Investment Analyst to support portfolio trading activities, perform due diligence, and manage critical financial databases.

The ideal candidate will be detail-oriented, analytical, and eager to learn, with a finance degree and exposure to financial markets; you will work closely with the CIO and COO to ensure smooth trading and data integrity, and you’ll benefit from the firm’s core values.

Qualifications

• Bachelor’s degree in finance or related field.
• Prior experience in a similar position preferred.
• Progress toward CFP or CFA designation preferred.

Responsibilities

• Facilitate trade execution, ensuring timely and accurate processing of trades.
• Collaborate with Chief Investment Officer and Wealth Managers to implement trade strategies efficiently.
• Maintain accurate records of trade activities and provide reporting to stakeholders.
• Assist in performing due diligence on current and prospective investments and investment strategies.
• Work directly with the Chief Investment Officer to produce research reports and presentations for use with the firm’s Investment Advisory Committee.
• Maintain and update financial databases within Black Diamond and other related systems to ensure data integrity and accuracy.
• Troubleshoot database issues and implement solutions to enhance performance.

Education

Bachelor’s degree in finance or related field

Job description

Confluence Financial Partners is seeking a detail-oriented and analytical individual to join our team as an entry-level Investment Analyst. This role is responsible for supporting portfolio trading activities, performing investment due diligence and managing critical financial databases. The ideal candidate will have strong technical skills, an understanding of financial markets, and a keen eye for operational efficiencies.

The Investment Analyst will work closely with the Chief Investment Officer and Chief Operations Officer to ensure smooth trading and database management operations.

It is the expectation that this associate be an embodiment of the firm’s Core Values: Do Right, Improve Everyday, Enjoy The Journey, and Be Thankful.

Responsibilities

• Facilitate trade execution, ensuring timely and accurate processing of trades.
• Collaborate with Chief Investment Officer and Wealth Managers to implement trade strategies efficiently.
• Maintain accurate records of trade activities and provide reporting to stakeholders.
• Assist in performing due diligence on current and prospective investments and investment strategies.
• Work directly with the Chief Investment Officer to produce research reports and presentations for use with the firm’s Investment Advisory Committee.
• Maintain and update financial databases within Black Diamond and other related systems to ensure data integrity and accuracy.
• Troubleshoot database issues and implement solutions to enhance performance.

Qualifications

• Bachelor’s degree in finance or related field
• Prior experience in a similar position preferred
• Progress toward the CFP or CFA designation preferred

Job Type: Full-Time

Reports To: Chief Investment Officer

Work Location: Sewickley, PA preferred, and other locations available.

• 401(k)
• Paid Time Off (PTO)
• Paid holidays