Investment Research Analyst: Data-Driven & AI-Enabled

AlphaCore Wealth Advisory LLC; Denver (CO); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Bonus up to 10% of base salary

In-office, full-time environment

Professional development opportunities

Job summary

AlphaCore Wealth Advisory is seeking an Investment Research Associate to support research, portfolio analytics, and reporting across asset classes. You will maintain investment data, perform manager and market research, and prepare materials to aid investment decisions.

The ideal candidate has strong attention to detail, a genuine interest in financial markets, and comfort using automation and AI tools to improve efficiency. The role is in-office with opportunities to grow responsibility.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Data Science, Computer Science, or related field.
• 1–3 years of experience in investment research, portfolio analytics, or related role.
• Excellent analytical, organizational, and written communication skills with attention to detail.

Responsibilities

• Support research operations, data management, and reporting for investments.
• Monitor and update manager research, performance metrics, and materials.
• Prepare performance reports, committee materials, and client presentations.
• Assist with portfolio analysis, construction, and due diligence reviews.
• Support automation and technology initiatives to improve workflows.

Skills

Investment research

Portfolio analytics

Data management

Analytical thinking

Written & verbal comms

Education

Bachelor’s degree in Finance/Economics/Accounting/Data Science/CS

Tools

Morningstar Direct

Bloomberg

FactSet

Excel

Job description

AlphaCore Wealth Advisory is seeking an Investment Research Associate to support research, portfolio analytics, and reporting across asset classes. You will maintain investment data, perform manager and market research, and prepare materials to aid investment decisions.

The ideal candidate has strong attention to detail, a genuine interest in financial markets, and comfort using automation and AI tools to improve efficiency. The role is in-office with opportunities to grow responsibility.