Investment Analyst: Trade, Due Diligence & Data Ops

Confluence Financial Partners; Sewickley (Allegheny County); On-site; USD 59,000 - 72,000; Full time

Job summary

Confluence Financial Partners is seeking an entry-level Investment Analyst to support portfolio trading, perform investment due diligence, and manage critical financial databases. The ideal candidate will bring strong analytical skills, a solid understanding of financial markets, and a bias for operational efficiency.

You will work closely with the Chief Investment Officer and Chief Operations Officer to ensure smooth trading and data integrity.

Qualifications

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

Skills

Financial analysis

Attention to detail

Data management

Communication

Education

Bachelor's degree in finance or related field

Tools

Black Diamond

Job description

Confluence Financial Partners is seeking an entry-level Investment Analyst to support portfolio trading, perform investment due diligence, and manage critical financial databases. The ideal candidate will bring strong analytical skills, a solid understanding of financial markets, and a bias for operational efficiency.

You will work closely with the Chief Investment Officer and Chief Operations Officer to ensure smooth trading and data integrity.