Investment Analyst: Asset Allocation & Research

Diversified, LLC; Wayne (PA); On-site; USD 70,000 - 100,000; Full time

Job summary

Diversified, LLC is seeking an analyst to partner with the CIO and investment team from day one, taking real responsibility across asset allocation, manager research, and portfolio construction. You will build expertise, perform due diligence, and contribute to client-focused investment reporting as the firm expands its framework and process.

This is an opportunity to shape early-stage growth at a fast-growing RIA.

Qualifications

• Bachelor's degree required.
• CFA Level I preferred and progress encouraged.
• Experience in wealth or asset management is a plus.
• Strong analytical and communication skills are essential.

Responsibilities

• Partner with the CIO and investment team on asset allocation research and portfolio construction.
• Develop expertise in assigned asset classes and perform due diligence on managers.
• Stay current on markets, trends, and the broader investment landscape.
• Monitor model portfolios and produce attribution, exposure, and risk analysis.
• Analyze managers using Morningstar Direct focusing on attribution and reporting.
• Develop investment theses and provide well-reasoned viewpoints with evidence.
• Prepare portfolio analyses and reporting for large clients with bespoke needs.
• Answer investment-related questions from financial planning teams and colleagues.

Skills

Morningstar Direct

CFA Level I

Analytical mindset

Ownership & accountability

Wealth management

Education

Bachelor's degree

Job description

Diversified, LLC is seeking an analyst to partner with the CIO and investment team from day one, taking real responsibility across asset allocation, manager research, and portfolio construction. You will build expertise, perform due diligence, and contribute to client-focused investment reporting as the firm expands its framework and process.

This is an opportunity to shape early-stage growth at a fast-growing RIA.