Investment Research Associate: Data-Driven & AI-Enhanced

AlphaCore Wealth Advisory LLC

San Diego (CA)

On-site

USD 75,000 - 110,000

Full time

9 days ago

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Benefits offered by this job

Bonus up to 10% of base salary

Job summary

AlphaCore Wealth Advisory LLC seeks an Investment Research Associate to support research, portfolio management, and reporting across traditional and alternative assets. You will maintain investment data, conduct manager and market research, and prepare reporting materials to aid investment decisions.

The role emphasizes accuracy, attention to detail, and a keen interest in financial markets. You will leverage AI and automation to improve workflows and support due diligence and opportunity

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 roles.
Strong analytical, organizational, and written communication skills, with exceptional attention to detail.

Responsibilities

Maintain investment data, research records, and due diligence documentation across platforms.
Monitor performance and update manager research, metrics, and materials.
Prepare performance reports, committee materials, and client presentations.
Support automation initiatives and technology-enabled solutions.

Skills

Investment concepts

Data management

Research

Communication

Automation

Education

Bachelor's degree in Finance

Tools

Morningstar Direct

Bloomberg

FactSet

Excel

Internal research systems

Job description

The role emphasizes accuracy, attention to detail, and a keen interest in financial markets. You will leverage AI and automation to improve workflows and support due diligence and opportunity

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