Investment Analyst

Kilter Group; United States; Remote; USD 75,000 - 95,000; Full time

Job summary

Kilter Group, a leading financial services firm, seeks an Investment Analyst to support their investment operations and portfolio management. The role requires strong analytical skills, proficiency in financial tools, and a collaborative spirit to align investment strategies with client objectives. This is an exciting opportunity for someone looking to contribute to a dynamic team focused on reshaping the future of wealth management.

Benefits

Top-of-Industry Compensation & Benefits

Work-Life Flexibility

Sabbatical Program

Professional Development

Flexible Remote Work

Bi-Annual Team Off-Sites

Qualifications

• 3-5+ years of investment operations or portfolio management experience.
• Ability to analyze financial statements and investment performance metrics.
• Extensive experience with investment management tools.

Responsibilities

• Ensure seamless execution of investment strategies.
• Conduct performance analysis and create customized reports.
• Monitor market trends and assist in investment decisions.

Skills

Analytical skills

Problem-solving skills

Communication skills

Attention to detail

Education

Bachelor's degree in Finance, Economics, or Accounting

Tools

Excel

Tamarac

Orion

Black Diamond

Job description

This range is provided by Kilter Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $95,000.00/yr

About Us:

Kilter Group is an innovative and growing financial services firm at the forefront of the industry. We provide comprehensive personal and business solutions along with financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations.

Our clients come from diverse backgrounds, including entrepreneurs, public figures, creatives, and scientists. We collaborate with individuals and families who inspire us and share our impact-focused culture. As a nimble, next-generation firm, we challenge industry norms while delivering best-in-class strategic planning, education, and support to help clients reach their full financial potential.

If you are looking for a client-centered, growth-driven career in an environment that values innovation, professional development, and flexibility, we invite you to explore joining our team. See inside Kilter Group and experience being a part of our organization by visiting https://kiltergroup.com/careers

About The Role:

We are seeking an Investment Analyst to support the Director of Investments and Strategy in managing investment operations, portfolio management, and financial analysis. This role ensures the seamless execution of investment strategies, accurate reporting, and efficient portfolio workflows.

As an integral part of the investment team, you will oversee portfolio management system administration, conduct performance analysis, and assist in trading and reconciliation. You will collaborate with Wealth Advisors to align investment strategies with client financial plans while staying informed on market trends and regulatory changes.

This is an exciting opportunity for an analytical and detail-oriented professional with a passion for investment operations, strong technical proficiency, and a desire to contribute to a dynamic, forward-thinking financial services firm. If you excel at problem-solving, thrive in a collaborative environment, and want to be part of a firm that is reshaping the future of wealth management, we invite you to join our team.

Requirements

What You Are Responsible For:

Investment Operations & Portfolio Management

• Ensure the seamless execution of investment strategies by reconciling cash and security activity between custodians and portfolio management systems
• Oversee account and security setup, ensuring data integrity and alignment with client financial plans
• Conduct daily reconciliation and weekly audits, proactively identifying and resolving discrepancies to enhance operational efficiency
• Serve as a backup trader, executing trades for individual client accounts with precision and adherence to investment guidelines
  
  

Performance Analysis & Reporting

• Create customized reports to support Wealth Advisors and clients, providing insights into portfolio performance, benchmarks, and investment trends
• Analyze model, security, and account performance to ensure alignment with client objectives and investment strategies
• Collaborate with the investment team to evaluate portfolio construction and identify optimization opportunities
  
  

Market Research & Investment Strategy Support

• Monitor market trends, economic developments, and investment opportunities, translating insights into actionable recommendations
• Assist in the due diligence and onboarding of new investments, ensuring proper documentation and compliance
• Support the Director of Investments and Strategy in preparing research materials for investment committee meetings and client discussions
• Work closely with Wealth Advisors to ensure investment strategies align with clients' broader financial plans, including tax planning, estate strategies, and risk management
  
  

Compliance & Risk Management

• Ensure adherence to regulatory requirements and internal investment policies to maintain the highest fiduciary standards
• Assist in trade settlement, cash flow management, custodial documentation, and investment operations oversight
• Proactively identify operational risks and implement solutions to enhance the efficiency and effectiveness of investment processes
  
  
  

What You'll Bring:

• Bachelor's degree in Finance, Economics, Accounting, or a related field; If in a different field, 4+ years of experience required
• 3-5+ years of investment operations, portfolio management, reconciliation, or auditing experience
• Extensive experience with Tamarac, Orion, or Black Diamond
• Advanced Excel proficiency (financial modeling, data analysis, and automation)
• Strong knowledge of market trends, investment account types, and security types
• Ability to analyze financial statements and investment performance metrics
• Strong analytical and problem-solving skills with meticulous attention to detail
• Proactive mindset with the ability to manage multiple priorities in a fast-paced environment
• Excellent communication and collaboration skills to support investment team objectives
• Ability to thrive in a remote work environment while maintaining high accountability
  
  
  

Benefits

What You'll Enjoy About Us:

• A Collaborative, Mission-Driven Team - Work with smart, diverse, and growth-focused professionals who are committed to making an impact
• Top-of-Industry Compensation & Benefits - Competitive salary, employer-sponsored health, medical, and dental benefits, and a 401(k) match
• Work-Life Flexibility - Paid time off, including vacation, sick leave, and 12 paid holidays
• Sabbatical Program - Take time to recharge, travel, and spend quality time with loved ones
• Professional Development - Tuition reimbursement and ongoing industry-focused learning
• Flexible Remote Work - Enjoy the benefits of remote work while maintaining a location base
• Bi-Annual Team Off-Sites - Connecting is important, you will use this time personally and professionally
  
  
  

Full-Time Position | Remote Work Environment

Interested in joining us? Apply now and help shape the future of wealth management with Kilter Group.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst

• Industries

  IT Services and IT Consulting

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