Senior Multi-Asset 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.

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.

Skills

Asset Management

Wealth Management

Performance Attribution

Portfolio Analytics

Advanced Excel

Python

Education

CFA designation or active candidacy

Tools

FactSet

Morningstar Direct

Job description

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.