Investment Analyst – Milwaukee Analytics & Due Diligence

Heck Capital Advisors; Scottsdale (AZ); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Comprehensive health insurance

401K matching retirement plan

Health Savings Account (HSA)

Sponsored certifications

Cell phone subsidy

Job summary

A financial advisory firm is seeking an Investment Analyst to join their Analytics team in Milwaukee, Wisconsin. The role involves daily portfolio management, client reporting, and investment analysis. Candidates should have a Bachelor’s degree in finance or economics, be highly motivated, and have strong communication skills. The position offers comprehensive insurance and a 401K retirement plan.

Qualifications

• Series 65 examination must be completed within 120 days from start.
• Ability to work toward advanced designations such as CFA, CIMA, CIPM preferred.
• Ensures confidentiality pertaining to clients.

Responsibilities

• Conduct daily operations of portfolio management software.
• Prepare client and consulting reports.
• Produce monthly and quarterly analysis and reports.
• Assist with investment analysis and research.

Skills

Microsoft Excel

Interpersonal communication

Attention to detail

Market knowledge

Education

Bachelor’s degree in finance, economics, or a related field

Tools

Morningstar Direct

Adobe suite of products

Job description

A financial advisory firm is seeking an Investment Analyst to join their Analytics team in Milwaukee, Wisconsin. The role involves daily portfolio management, client reporting, and investment analysis. Candidates should have a Bachelor’s degree in finance or economics, be highly motivated, and have strong communication skills. The position offers comprehensive insurance and a 401K retirement plan.