Investment Research Analyst

Talantir; Westport (CT); Remoto; USD 85.000 - 120.000; Tempo pieno

Descrizione del lavoro

Talantir is seeking an Investment Research Analyst to support our wealth management team. This fully remote position focuses on rigorous research, portfolio analytics, and client-ready recommendations.

You will work with portfolio managers and wealth advisors to translate market insights into actionable guidance for clients. The ideal candidate has a Bachelor’s degree in a related field, 3+ years in wealth management or investment research, and strong Excel/portfolio analytics skills, with

Competenze

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• CFA, CAIA, or progress toward certification preferred.
• At least 3 years of experience in wealth management or investment research.
• Excellent communication, presentation, and client-facing skills.

Mansioni

• Conduct in-depth research and analysis of investment opportunities across asset classes.
• Utilize Morningstar Direct, Zephyr, and other portfolio analytics tools to support investment decisions.
• Prepare reports, presentations, and recommendations for clients and internal teams.
• Collaborate with portfolio managers and wealth advisors to provide actionable insights.
• Monitor market trends, economic indicators, and investment performance to inform strategy.

Conoscenze

Excel proficiency

Client-facing skills

Communication

Portfolio analytics

Wealth management experience

Formazione

Bachelor’s degree in Finance, Economics, Accounting, or related field

CFA/CAIA or progress toward certification preferred

Strumenti

Morningstar Direct

Zephyr

Excel

Descrizione del lavoro

Our client is seeking an Investment Research Analyst to join their wealth management team. This role is ideal for someone who thrives in a collaborative environment and is eager to leverage research tools and portfolio analytics to support client investment decisions. This is a fully remote position.

Investment Research Analyst’s Responsibilities and Duties:

• Conduct in-depth research and analysis of investment opportunities across asset classes
• Utilize Morningstar Direct, Zephyr, and other portfolio analytics tools to support investment decisions
• Prepare reports, presentations, and recommendations for clients and internal teams
• Collaborate with portfolio managers and wealth advisors to provide actionable insights
• Monitor market trends, economic indicators, and investment performance to inform strategy

Investment Research Analyst’s Qualifications and Skills:

• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• CFA, CAIA, or progress toward certification preferred
• At least 3 years of experience in wealth management or investment research
• Strong proficiency in Excel and portfolio analytics tools
• Experience with Morningstar Direct and Zephyr
• Excellent communication, presentation, and client-facing skills

RightClick is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship or any other characteristic protected by law.

#LI-AM1 #LI-Remote #IND123