Investment Research Associate

Infinituswealth; Nashville (TN); On-site; USD 65,000 - 85,000; Full time

Job summary

A fiduciary wealth management firm is seeking a Research Associate to support Portfolio Managers by analyzing companies for investment performance. The role demands strong analytical and quantitative skills, financial modeling expertise, and the ability to communicate results effectively. The ideal candidate will have 1-3 years of relevant experience, advanced knowledge of financial products, and demonstrate resourcefulness and teamwork. This position requires a strong work ethic and collaboration to deliver timely and accurate analyses.

Qualifications

• 1-3 years of relevant experience in financial analysis or modeling.
• Understanding of sophisticated financial products (cash and derivatives).
• Advanced knowledge of economic and accounting principles.

Responsibilities

• Support Portfolio Managers in analyzing companies and investment performance.
• Build financial models and conduct industry-specific research.
• Participate in weekly investment team meetings.

Skills

Strong analytical skills

Financial modeling

Quantitative skills

Solid writing and presentation skills

Advanced proficiency in Microsoft Excel, Word, and PowerPoint

Resourcefulness

Education

Relevant degree in finance or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

The role of the Research Associate in the Investment Research Department at Infinitus Wealth Management is to support Portfolio Managers in their efforts to analyze companies and generate positive investment performance. Research Associates will be expected to do a wide range of research projects to aid in the investment process, including building financial models and industry frameworks as well as company/industry-specific ad hoc projects. Successful Research Associates are self-motivated, demonstrate analytical aptitude and attention to detail, and have a strong interest in investing.

Strong analytical skills, high aptitude for numbers; ability to identify trends through fundamental analysis.

Contribute to investment strategy discussions and aid in the development of portfolio strategies based upon the analysis of macroeconomic factors and sector fundamentals.

Financial modeling to forecast company results and value equity securities, collecting and evaluating industry data, and maintaining industry databases.

Translating quantitative financial conclusions into written form, charts, and graphs that can be included in research reports and distributed to clients of the Firm.

Actively participates in weekly investment team meetings.

Comply with all delegated authorities/risk parameters and demonstrate understanding of the risk management framework.

Strong quantitative skills – you will demonstrate strong finance, accounting, and valuation skills.

Solid writing and presentation skills – you should have an equal capacity to express quantitative conclusions in both written and spoken form; associates should be able to translate financial analyses into high-quality charts and graphical representations for use in research reports.

Advanced proficiency in Microsoft Excel, Word, and PowerPoint skills – the aptitude to create complex, yet understandable financial models for use by senior analysts and the Firm’s clients.

Resourcefulness – the ability to take initiative and ownership of projects and assignments, at times with more autonomy and little direction.

Resilient work ethic and collaborative disposition, with the ability to work well on a team to deliver timely.

Requirements

Required Education

Required Experience

• 1-3 years of relevant experience
• Understanding of sophisticated financial products (cash and derivatives).
• Experience modeling cash flows and examining accounting statements.
• Performing in-depth financial analysis and presenting results and conclusions.
• Assisting in the management of portfolios with measurable return objectives and explicit risk parameters.
• Advanced knowledge of products and concepts relating to the financial services industry, including financial instruments, financial management, insurance principles, and cash and capital principles.
• Advanced knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
• Advanced working knowledge of portfolio management theory.
• Advanced knowledge of capital and global markets.
• Advanced working knowledge of finance technology processes, procedures, solutions, and best practices.

About the Company

A Fiduciary, Independent Wealth Advisor. Our trusted Wealth Advisors help clients with Asset Allocation, Portfolio Construction, Wealth Creation, Income Generation, Capital Protection, Comprehensive Financial Planning, Retirement Planning, Strategic Planning, Estate Planning, and College Planning.

We serve many different clients, including High-Net-Individuals, Families, Small Businesses, Corporate Executives, Municipalities, and Nonprofits.

We actively manage several US equity, international equity, fixed income, crypto, and blended strategies ranging from large to small-cap equity, income-generating, tax-exempt fixed income, and socially responsible strategies.

The foundation of our investment process and risk-controlled portfolio construction are similar across asset classes and strategies. In addition, at Infinitus Wealth Management, our team advises clients seeking a holistic view of their investment portfolio.

We accept zero commissions and act as a fiduciary, mandated by law and ethically bound to put our clients' interests first in everything we do. Our fee is based on Assets Under Management, so we do well when you do well. Strategies are implemented independently or in combination based on a client's individual goals, needs, and risk tolerance.