Remote Investment Research Analyst, Wealth Management

Talantir

Westport (CT)

Remote

USD 85,000 - 120,000

Full time

14 days+

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Job summary

Talantir is seeking an Investment Research Analyst to support our wealth management team. This fully remote position focuses on rigorous research, portfolio analytics, and client-ready recommendations.

You will work with portfolio managers and wealth advisors to translate market insights into actionable guidance for clients. The ideal candidate has a Bachelor’s degree in a related field, 3+ years in wealth management or investment research, and strong Excel/portfolio analytics skills, with

Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or a related field.
CFA, CAIA, or progress toward certification preferred.
At least 3 years of experience in wealth management or investment research.
Excellent communication, presentation, and client-facing skills.

Responsibilities

Conduct in-depth research and analysis of investment opportunities across asset classes.
Utilize Morningstar Direct, Zephyr, and other portfolio analytics tools to support investment decisions.
Prepare reports, presentations, and recommendations for clients and internal teams.
Collaborate with portfolio managers and wealth advisors to provide actionable insights.
Monitor market trends, economic indicators, and investment performance to inform strategy.