Investment Strategy & Due Diligence Analyst (Hybrid)

NFP Corp; Chicago (IL); Híbrido; USD 70.000 - 74.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

PTO and paid holidays

401(k) with company match

Performance-based incentives

Descripción de la vacante

Wealthspire is a leading wealth management and advisory firm with 1,200+ employees across 40+ offices. We seek a professional to assist our Institutional Investments Practice with asset allocation, research, and client reporting, delivering insights for 3rd party financial intermediaries across the U.S., Canada, and the U.K.

The role involves producing ongoing due diligence reports, model portfolio fact-sheets, and analyses, while supporting client meetings and ad-hoc requests.

Formación

• Bachelor’s degree in Finance, Accounting, Investing, or Economics.
• 2–5 years of financial industry experience.
• Proficiency in Microsoft Office.
• Morningstar tools experience preferred but not required.

Responsabilidades

• Support Wealthspire Institutional's Investments Practice consulting team with asset allocation, investment research/selection, and marketing resources.
• Develop and maintain monthly and quarterly investment due diligence reports using Morningstar and Venn.
• Create and maintain client reports such as model portfolio fact-sheets.
• Assist in client-facing analyses including concentration and efficiency analyses, diagnostic observations, and end-client portfolio analyses.
• Attend and present at client meetings in a supporting role.
• Respond to ad-hoc client requests in a timely and efficient manner.

Conocimientos

Relationship building

Communication skills

Independent work

Problem-solving

Attention to detail

Team collaboration

Educación

Bachelor’s degree in Finance or Economics

Herramientas

Microsoft Office

Morningstar tools

Descripción del empleo

Wealthspire is a leading wealth management and advisory firm with 1,200+ employees across 40+ offices. We seek a professional to assist our Institutional Investments Practice with asset allocation, research, and client reporting, delivering insights for 3rd party financial intermediaries across the U.S., Canada, and the U.K.

The role involves producing ongoing due diligence reports, model portfolio fact-sheets, and analyses, while supporting client meetings and ad-hoc requests.