Investment Analyst - Milwaukee WI

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

Direct message the job poster from Heck Capital Advisors

This is a full-time, in-person role based in Milwaukee, Wisconsin.

JOB CHARACTERISTICS

Job Level: Associate / Senior Associate
Type of Position: Full Time
Anticipated Start Date: 2025

ESSENTIAL JOB FUNCTIONS

The Investment Analyst position is an integral component of the Analytics team. The team provides detailed reporting, due diligence and in-depth analytics to the advisors and consultants at Heck Capital who serve high net worth individuals, corporations, foundations, endowments, defined contribution, and defined benefit plans. The Analyst will work closely with the professionals on the team with a focus on supporting other analysts and assisting with client reporting, manager due diligence and manager searches, etc. We are seeking a candidate that is highly motivated, works independently, is proactive, and has a willingness to grow and take on new tasks and assignments.

RESPONSIBILITIES

• Performs daily operation of portfolio management software including analysis and data input.
• Assists in the preparation of client & consulting reports daily.
• Produces analysis for monthly and quarterly reporting and supports the creation of monthly and quarterly client reports in a timely and accurate fashion.
• Fi360 reports
• Monthly performance reports
• Consulting Reports
• Quarterly Manager Analysis
• Investment Analysis
• Consulting searches
• Works closely with Portfolio Management team for analysis and research of investment styles.
• May assist in all aspects of trading.
• Prepares and proofs Excel spreadsheets, including client spreadsheets and responds to requests for analysis.
• Provides analysis for research, investment manager searches & screens, and market updates.
• Assists in writing monthly and quarterly updates.
• Must be able to independently “troubleshoot” issues related to the projects given to ensure that project delays are limited.
• Assists in the on-going growth and development of the firm as may be needed.
• Other duties as assigned.

REQUIREMENTS

• On-site in Milwaukee, WI.
• Bachelor’s degree in finance, economics, or a related field.
• Series 65 examination is required to be taken within approximately 120 days from employee start day (completion of examination is required for position)
• Advanced designations, or ability to work toward advanced designations, such as CFA, CIMA, CIPM preferred.
• Knowledge/familiarity with markets and investments
• Ensures confidentiality with respect to all information pertaining to clients and potential clients.
• Excellent oral, written, and interpersonal communication skills
• Excellent attention to detail and accuracy
• Computer skills: Microsoft Office (especially Excel), Morningstar Direct, Adobe suite of products and the ability to learn and adapt to changes in technology.
• Possess a commitment to professionalism, honesty, and strong work ethic.

BENEFITS

Enjoy peace of mind with comprehensive insurance coverage, including health, dental, vision, short-term and long-term disability. Embrace work-life harmony with generous leave and holiday benefits, including sick leave and paid holidays/vacations. Secure your future with a matching 401K retirement plan and a Health Savings Account (HSA), ensuring financial stability and proactive health management. Enjoy sponsored certifications, health memberships, and a cell phone subsidy to enhance your well-being and job satisfaction.

HOW TO APPLY

Send Resume and Cover Letter to: [e-mail] (Attn: Investment Analyst)