Investment Analyst: Trading, Research & Strategy Expert

Lead Advisor; North Carolina; On-site; USD 90,000 - 150,000; Full time

Job summary

Lead Advisor is sourcing a qualified investment professional for a wealth management practice in the Raleigh–Durham area. The candidate will perform benchmarking, performance reporting, and maintain CRM data accuracy while conducting both advisory and brokerage trading activities.

Responsibilities include ad hoc research, tax loss harvesting, and opportunistic rebalancing to optimize client portfolios. Strong presentation skills and market insight are essential.

Qualifications

• Bachelor’s degree in Finance, Economics or related field is required.
• 3–7 years of direct experience in asset management or investment functions preferred.
• FINRA SIE, Series 7 and 63 licenses required.

Responsibilities

• Benchmarking and creating performance reports.
• Ensuring all information is up to date in CRMs.
• Ad hoc investment research reports.
• Investment trading and initial onboarding trading for advisory and brokerage accounts.
• Ongoing trading for advisory and brokerage accounts.
• Tax loss harvesting; opportunities for rebalancing and tilts.

Skills

Investment analytics

Client presentations

Trading execution

Financial reporting

Education

Bachelor’s degree in Finance or Economics

Tools

Pershing

Morningstar

Envestnet EV2

NetX360

Job description

Lead Advisor is sourcing a qualified investment professional for a wealth management practice in the Raleigh–Durham area. The candidate will perform benchmarking, performance reporting, and maintain CRM data accuracy while conducting both advisory and brokerage trading activities.

Responsibilities include ad hoc research, tax loss harvesting, and opportunistic rebalancing to optimize client portfolios. Strong presentation skills and market insight are essential.