Investment Analyst

Position Summary

Eton Advisors is a Multi-Family Office dedicated to providing discerning ultra-high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs exceed the expectations and help achieve the dreams of every family we serve. We aspire to become a focal point for the clients financial and operational affairs integrating all aspects - investments education retirement planning estate planning tax optimization and supporting disciplines - into congruency.

Eton Advisors is looking for anInvestment Analystto compile organize and interpret investment data and research in support of investment decision-making implementation portfolio reporting and client communications.

It is expected that the candidate pass the Series 65 exam within twelve months of employment and pursue and obtain his/her CFA designation within three years.

This is a full-time in-person position. Days and hours of work are Monday through Friday 8:30 a.m. to 5:30 p.m.

Primary Responsibilities

The Investment Analyst will support the investment team across the following functions and processes:

• Execute and support a range of investment- and client-related activities including:
• Researching and responding to client questions on existing and prospective investments
• Preparing materials for client and prospective client meetings
• Coordinating preparation and follow-up for quarterly Investment Committee meetings
• Supporting quarterly reporting and performance deliverables
• Assisting with portfolio trading and rebalancing activities
• Prepare portfolio analyses modeling and recommendations for review with senior investment team members.
• Support ongoing manager due diligence for public investments and partner with senior investment team members on due diligence for private investments; maintain due diligence templates and records
• Manage and execute the Goals-Based Analysis process in partnership with senior investment team members.
• Serve as Secretary of the Investment Committee and upon completion of the CFA designation become a voting member.
• Interact directly with clients as a representative of the investment team as needed.
  
  

Qualifications

• Bachelors degree; relevant financial experience required
• 2 years of industry experience
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Demonstrated commitment to service excellence and the highest standards of integrity professionalism and business ethics
• Ability to work in a highly confidential low-profile environment
• Excellent organizational skills and strong attention to detail
• Strong analytical and problem-solving skills
• Understanding of accounting processes procedures and internal controls
• High proficiency with Microsoft Office (Excel Word PowerPoint Outlook and Access)
  
  

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $70000-$80000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

The following language is for US based roles only

For California Applicants:Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.