Senior Investment Analyst

Obsidian CIO; New York (NY); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical and dental coverage

401(k) with company match

Paid time off

Job summary

A financial services firm in New York seeks a Senior Investment Analyst. The role involves conducting due diligence on mutual funds and alternative strategies, building financial models, and evaluating portfolio performance. Candidates should have at least 3 years of experience in investment analysis, strong analytical skills, and a bachelor's degree in a related field. The position offers flexibility for remote work and includes an annual performance bonus alongside comprehensive benefits.

Qualifications

• Minimum 3 years of prior experience in investment analysis or portfolio management required.
• Strong proficiency in investments and portfolio management.
• Ability to evaluate market data and identify investment opportunities.

Responsibilities

• Conduct rigorous due diligence across various investment strategies.
• Build and maintain financial models and evaluate portfolio performance.
• Monitor market trends and generate investment recommendations.

Skills

Investments and portfolio management

Analytical skills

Understanding macroeconomic trends

Communication skills

Excel proficiency

Team collaboration

Education

Bachelor's degree in Finance, Economics, or related field

CFA designation or progress toward it

Tools

Financial analysis tools

Portfolio analytics platforms

Job description

Obsidian CIO is the first technology-driven OCIO purpose-built for independent RIAs. We partner with advisors to deliver institutional-caliber investment solutions — spanning model portfolios, alternatives, tax optimization, and cash management — giving them the capabilities of a large firm without sacrificing customization or control. Our mission is simple: empower advisors to deepen client relationships, scale their practices, and compete at the highest level.

Role Description

This is a full-time Senior Investment Analyst position based in Manhattan, NY, with flexibility for some remote work. The Senior Investment Analyst will play a central role in Obsidian's investment process — conducting rigorous due diligence across mutual funds, ETFs, and alternative strategies, building and maintaining financial models, evaluating portfolio performance, and supporting strategic asset allocation decisions. The role also includes monitoring market trends, generating investment recommendations, and contributing to the customized portfolio solutions we deliver to our RIA partners and their clients.

Qualifications

• Strong proficiency in investments and portfolio management, with a solid understanding of asset allocation across public and private markets
• Highly analytical, with demonstrated experience evaluating market data, identifying investment opportunities, and building financial models
• Knowledge of macroeconomic trends and their implications for multi-asset portfolios
• Excellent written and verbal communication skills, with the ability to translate complex investment ideas into clear, advisor-ready materials
• Advanced proficiency in Excel and financial analysis tools; experience with portfolio analytics platforms is a plus
• Collaborative mindset with the ability to work effectively across teams in a fast-moving, entrepreneurial environment
• Bachelor's degree in Finance, Economics, or a related field required; CFA designation (or progress toward it) preferred
• Minimum 3 years of prior experience in investment analysis, portfolio management, or a related role required

Compensation Range

In addition to base salary, this role is eligible for an annual performance bonus. Obsidian CIO also offers a comprehensive benefits package including medical and dental coverage, 401(k) with company match, and paid time off.