drjobs Investment Analyst

Investment Analyst

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1 Vacancy
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Job Location drjobs

Austin - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

About Us:
LeafHouse specializes in creating investment solutions for retirement plans including investment fiduciary services manufacturing investment vehicles automated personalized portfolio programs automatic rollovers and enterprise technology solutions.

Job Description:
Join our dynamic team as an Investment Analyst where youll play a pivotal role in shaping the future of retirement investing. In addition to conducting investment manager due diligence and generating proposal reports youll also be responsible for maintaining and improving our proprietary statistical models. This role is in person at our office in Austin TX.

Responsibilities:
  • Conduct investment manager due diligence evaluating potential investment opportunities and providing comprehensive reports to the Investment Committee.
  • Generate proposal reports and analysis crucial for servicing existing clients and supporting our sales team in business development efforts.
  • Collaborate with internal teams to ensure accurate and timely delivery of investment recommendations and client deliverables.
  • Communicate effectively with external partners including retirement plan advisors to gather necessary information and provide support as needed.
  • Present investment recommendations and findings to the Investment Committee contributing to strategic decisionmaking processes.
  • Maintain and improve proprietary statistical models used for investment analysis and decisionmaking.
  • Utilize Microsoft Office applications proficiently to create insightful presentations and reports.
  • Demonstrate basic proficiency in computer programming languages such as Python with the potential for testing during the interview process.
Requirements:
  • Bachelors degree in economics finance accounting or computer science.
  • 03 years of experience in financial services preferably with exposure to retirement plans.
  • CFA Level I candidate at minimum.
  • Series 66 or 65 FINRA License.
  • Excellent communication skills with the ability to effectively engage with external partners.
  • Internal motivation and a proactive approach to problemsolving.
  • Mastery of Microsoft Office applications.

Benefits:
  • 401(k) Available with company match
  • Most medical dental and vision health coverage policiesavailable for employees are covered by the company
  • Most medical dental and vision health coverage policiesavailable for family and spouses are 50 covered by the company
  • Generous paid time off policy
Salary Range:
  • Starting at $60000 annually based on experience and other candidatespecific criteria.

Required Experience:

Junior IC

Employment Type

Full-Time

Company Industry

About Company

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