Remote Investment Research Analyst, Wealth Management

RightClick; Norwalk (CT); On-site; USD 75,000 - 95,000; Full time

Job summary

RightClick is seeking an experienced Investment Research Analyst to join their wealth management team. This remote role focuses on leveraging research tools and portfolio analytics to support client investment decisions.

The ideal candidate will have a Bachelor’s in Finance or related field, 3+ years of wealth management or investment research experience, and proficiency with Morningstar Direct and Zephyr. Strong communication and presentation skills are essential.

Qualifications

• Bachelor's degree in a relevant field is required.
• At least 3 years of experience in wealth management or investment research.
• Experience with portfolio analytics tools is essential.

Responsibilities

• Conduct in-depth research and analysis of investment opportunities.
• Prepare reports, presentations, and recommendations for clients.
• Collaborate with portfolio managers to provide actionable insights.

Skills

Research and analysis of investment opportunities

Proficiency in Excel

Communication skills

Client-facing skills

Education

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

CFA or CAIA certification (preferred)

Tools

Morningstar Direct

Zephyr

Job description

RightClick is seeking an experienced Investment Research Analyst to join their wealth management team. This remote role focuses on leveraging research tools and portfolio analytics to support client investment decisions.

The ideal candidate will have a Bachelor’s in Finance or related field, 3+ years of wealth management or investment research experience, and proficiency with Morningstar Direct and Zephyr. Strong communication and presentation skills are essential.