Senior Investment Analyst — Impactful Portfolio Insights

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

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.