Senior Investment Analyst

Hirewell; Overland Park (KS); On-site; USD 110,000 - 160,000; Full time

Job summary

A financial services firm is looking for a Senior Investment Analyst based in Overland Park, KS. The successful candidate will conduct thorough investment research and oversight, focusing on both traditional and alternative assets. Responsibilities include advanced performance attribution, utilizing tools like FactSet and Excel, and contributing to operational excellence. The role requires 2-5 years in asset or wealth management, and a CFA designation is highly preferred. This is a fully onsite position offering exposure to senior leadership.

Qualifications

• 2-5 years of experience in Asset Management or Wealth Management.
• Hands-on experience with institutional research platforms like FactSet, Morningstar Direct.
• Strong exposure to multi-asset class investing, including alternatives.
• Demonstrated experience with performance attribution and portfolio analytics.
• Advanced Excel skills; familiarity with Python or other programmatic tools is a plus.
• CFA designation or active candidacy highly preferred.

Responsibilities

• Conduct ongoing monitoring, re-underwriting, and documentation of platform strategies.
• Build and maintain dashboards and reporting tools using FactSet, Morningstar, Excel, and Python.
• Contribute to M&A integration, including asset mapping and migration.
• Build and maintain dashboards and reporting tools using FactSet, Morningstar, Excel, and Python.
• Support GIPS compliance, composite management, and performance standards.
• Contribute to M&A integration, including asset mapping and migration.
• Develop scalable, programmatic workflows for trading and operations.

Skills

Asset Management

Wealth Management

Performance Attribution

Portfolio Analytics

Advanced Excel

Python

Education

CFA designation or active candidacy

Tools

FactSet

Morningstar Direct

Excel

Python

Job description

We are seeking a Senior Investment Analyst to join our centralized investment platform and play a critical role in shaping the firm’s investment architecture. This position is ideal for a highly analytical, intellectually curious professional who thrives in a multi-asset, institutional-quality environment. You will contribute to research, oversight, analytics, and implementation across both traditional and alternative strategies, ensuring our platform remains scalable, consistent, and aligned with firm-wide model guidelines.

This is a fully onsite role based in Overland Park, KS, offering significant exposure to senior leadership, the Investment Committee, and advisors across the organization.

Key Responsibilities

Investment Research & Oversight

• Conduct ongoing monitoring, re-underwriting, and documentation of platform strategies
• Perform advanced due diligence across ETFs, SMAs, private credit, private equity, real estate, hedge funds, and structured products
• Execute performance attribution, benchmark comparisons, dispersion analysis, and peer group evaluations

Analytics & Reporting

• Build and maintain dashboards and reporting tools using FactSet, Morningstar, Excel, and Python
• Support GIPS compliance, composite management, and performance standards

Platform & Operational Excellence

• Contribute to M&A integration, including asset mapping and migration
• Develop scalable, programmatic workflows for trading and operations

Ideal Candidate Profile

Top Qualifications for Day-One Success

• 2–5 years of experience in Asset Management or Wealth Management
• Strong exposure to multi-asset class investing, including alternatives
• Hands-on experience with FactSet, Morningstar Direct, or similar institutional research platforms
• Demonstrated experience with performance attribution and portfolio analytics
• Advanced Excel skills; familiarity with Python or other programmatic tools is a plus
• CFA designation or active candidacy highly preferred