Investment Analyst

Investment Analyst

Location: Chicago Hybrid

About Halo:

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago with employees worldwide were on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors.

Named by Fast Company among Top 10 Most Innovative FinTech Companies Halo is the first independent multi-issuer platform for defined outcome investing. Halo Investing gives financial intermediaries wealth managers and RIAs access to structured notes annuities and other protective investment solutions. At Halo weve balanced growth with a strong company culture to create a uniquely motivated dynamic and proactive team where we value collaboration communication and passion!

About the Role:

Were looking for anInvestment Analystto join our growing Investment Solutions team. This is a hybrid role that blends quantitative modeling product development and collaboration and communication with multiple Halo teams.

This is a great opportunity for someone who enjoys working across technical and strategic domains.

Internal Strategy & Product Work:

• Contribute to ongoing development of Aura Halos financial simulation/modeling tool including updates to capital market assumptions simulation logic debugging and inquiries from internal and external stakeholders
• Support projects involving retirement distribution modeling and sequence-of-returns analysis building out simulations that can support thought leadership allowing us to quickly and accurately create analytically-driven content
• Assist in designing presentations for CIO-level investment discussions and roadmap planning
• Work with leadership on ad-hoc requests including data analysis/reporting custom investment models and competitive research for product positioning
• Provide comparative analysis of SMAs and alternative products. Update and refine capital market assumptions and simulation inputs

Client-Facing Support:

• Support portfolio analysis and investment product development particularly structured notes and alternative investments
• Prepare custom client proposals and presentations including scenario modeling and research into retirement distributions sequence-of-returns risk and portfolio optimization
• Participate in client-facing sales calls and assist in responding to client requests
• Conduct competitive analysis of investment strategies SMAs and custom portfolios

Qualifications:

• Bachelors degree in Finance Economics Engineering Computer Science Math or related field
• Proficiency in analytical programming language
• Strong Excel skills and familiarity with financial modeling including tables graphs and charts
• Experience building or working with investment simulations/backtesters
• Ability to communicate quantitative findings clearly and visually to non-technical stakeholders
• Comfortable with some grunt work data input QA testing etc. as part of a lean team
• Curious self-motivated and highly detail-oriented
• Familiarity with structured products or a willingness to learn quickly
• Familiarity with AI tools (e.g. LLMs Excel add-ins or automation platforms) is a plus

Benefits and Compensation:

Get ready for an incredible opportunity with a company that values and rewards its employees. We offer a competitive package of great benefits that will make your work life both fulfilling and enjoyable.

• Work with a great team in an exciting work environment
• Opportunities for continued professional growth
• Competitive compensation package: Annual base salary of $60000 to $80000.
• Comprehensive benefits including medical dental vision insurance life & disability etc.
• Multiple voluntary benefits: identity protection pet insurance accident insurance and more!
• Flexible PTO policy
• 401k program to help build wealth for the future
• Paid parental leave to bond with your new addition
• Chicago-based employees have access to a company-paid on-site gym happy hours and ad-hoc outings and activities like sports teams volunteer events and more!

Halo values Diversity and Inclusion. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color sex sexual orientation national origin disability status protected veteran status or any other characteristics protected by federal state or local laws regulations or ordinances. If you need assistance or accommodation due to disability or special need when applying for a role or during our recruitment process please contact us at: