Senior Investment Specialist

MindSpring Partners LLC; Chicago (IL); On-site; USD 150,000 - 170,000; Full time

Job summary

A top-tier asset manager is seeking a Senior Investment Specialist Analyst in Chicago. This role blends investment strategy and advanced analytics to deliver tailored portfolios for clients. Ideal candidates will have 5–8+ years of experience in portfolio analysis, strong analytical skills, and a collaborative approach to problem-solving.

Qualifications

• 5–8+ years in portfolio analysis or investment research.
• Experience with performance attribution and model portfolio design.

Responsibilities

• Analyze advisor portfolios and identify optimization opportunities.
• Design custom model portfolios in collaboration with teams.
• Leverage AI tools for assessing advisor behavior.

Skills

Analytical Skills

Communication Skills

Collaboration

Tools

AI Tools

Risk Tools

Job description

MindSpring Partners LLC provided pay range

This range is provided by MindSpring Partners LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $170,000.00/yr

Direct message the job poster from MindSpring Partners LLC

Our client, a top-tier asset manager is hiring a Senior Investment Specialist Analyst to support its growing platform focused on customized portfolios for advisors and institutional clients. This high-impact role blends investment strategy, portfolio construction, and advanced analytics—including AI tools—to deliver tailored model portfolios and insights.

Key Responsibilities:

• Analyze advisor portfolios and investment strategies to identify optimization opportunities
• Design and propose custom model portfolios in collaboration with multi-asset and distribution teams
• Leverage AI/LLM tools to assess advisor behavior, risk frameworks, and decision-making
• Generate performance reports, monitor investments, and recommend portfolio adjustments
• Support strategic rollout of firm-branded models and track industry trends

Ideal Candidate:

• 5–8+ years in portfolio analysis or investment research
• Strong analytical and communication skills
• Experience with performance attribution, risk tools, and model portfolio design
• Proactive, collaborative, and detail-oriented

Great opportunity for someone who wants to shape modern investment solutions at a firm investing in innovation and personalization.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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