Senior Investment Analyst

AllGen Financial Advisors; Orlando (FL); On-site; USD 90,000 - 110,000; Full time

Job summary

A leading financial advisory firm in Orlando, Florida is seeking a Senior Investment Analyst to support their investment management through in-depth research and portfolio monitoring. The ideal candidate will have a Bachelor's degree in finance or related fields, plus 4+ years of experience in investment research and strong analytical skills. The role offers a salary range of $90,000–$110,000, attractive benefits, and potential for growth within a collaborative environment.

Qualifications

• 4+ years of experience in investment research, portfolio analysis, or related work.
• Strong understanding of markets, asset allocation, and risk management.
• CFA, CMT, or meaningful progress toward one of these designations strongly preferred.

Responsibilities

• Conduct market, fund, and asset-class research.
• Perform manager due diligence and investment analysis.
• Monitor portfolios and complete attribution analysis.
• Support asset allocation decisions and model portfolio implementation.
• Produce timely market insights for advisors and clients.
• Mentor and support the Trader and/or Junior Analysts.
• Ensure operational excellence and adherence to compliance standards.

Skills

Investment research

Portfolio analysis

Market understanding

Risk management

Advanced Excel proficiency

Education

Bachelor’s degree in finance, economics, business, or related field

Job description

At AllGen Financial Advisors, we believe investment excellence and meaningful impact can (and should) coexist. We serve individuals and families across a wide range of life stages, helping them achieve real financial freedom so they can live purposefully and give generously. Our mission is to educate, plan, and invest for financial freedom, with a long-term vision of seeing generations live abundantly.

We’re looking for a Senior Investment Analyst who shares our passion for purposefulimpact and is motivated by thoughtful analysis, disciplined execution, and contributing to something bigger than themselves.

The Role

The Senior Investment Analyst supports AllGen’s investment management process through in-depth research, portfolio monitoring, and implementation support. This role works closely with the Chief Investment Officer to identify investment opportunities, manage risk, and support performance relative to benchmarks.

Key responsibilities include:

• Conducting market, fund, and asset-class research
• Performing manager due diligence and investment analysis
• Monitoring portfolios and completing attribution analysis
• Supporting asset allocation decisions and model portfolio implementation
• Producing timely market insights for advisors and clients
• Mentoring and supporting the Trader and/or Junior Analysts
• Helping ensure operational excellence and adherence to compliance standards

This is a hands-on, execution-oriented role with the opportunity to contribute ideas, improve processes, and grow over time within a collaborative investment team.

Key Qualifications include:

• Bachelor’s degree in finance, economics, business, or a related field
• 4+ years of experience in investment research, portfolio analysis, or related work
• Strong understanding of markets, asset allocation, and risk management
• Advanced Excel proficiency
• CFA, CMT, or meaningful progress toward one of these designations strongly preferred

Why AllGen

This role is well-suited for someone who:

• Wants their analytical work to support real people, not just portfolios
• Values integrity, stewardship, and long-term thinking
• Is motivated by impact and contribution, not solely title or compensation
• Thrives in a professional, values-oriented environment
• Takes pride in careful, accurate work and values discipline, follow-through, and quality
• Excels in a collaborative environment where thoughtful analysis and sound judgment matter

Growth & Development

AllGen supports long-term career development within its investment team. As experience, expertise, and readiness are demonstrated over time, this role may offer opportunities to expand responsibility and progress along the investment career path, including potential future portfolio management responsibilities.

Compensation

Salary range: $90,000–$110,000, plus attractive benefits, with eligibility for bonus and long-term equity ownership potential.