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Investment Analyst

Preferred Location:
Mid-West,North-East
Open to Relocation:
Yes
We are currently representing an Investment Analyst, CFA, at a $2B+ AUM RIA. Details below:
  • Oversees investment strategy and communications for over 150 HNW households, ranging from $1M to $100M+ in assets
  • Conducts ongoing due diligence across 50+ investment strategies, including public markets and private alternatives
  • Co-authors client-facing investment commentary and quarterly materials
  • CFA, Ivy League undergraduate degree, 5 years of experience all at the same firm
  • Exploring compensation packages in the 200k range

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