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Investment Analyst II
2 months ago
We love finance, software, and (believe it or not), taxes - that's why we love what we do At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.
We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.
Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.
Position Summary
Avantax is seeking an Investment Analyst II who will serve as an intermediate-level investment management professional and will likely have a reasonably well-developed background culled from a variety of previous roles within the financial services or investment management industry. This professional will have a good understanding and background in investment due diligence and portfolio management. The ideal candidate will have or be in the process of pursuing either the Chartered Financial Analyst designation or the Certified Investment Management Analyst designation.
This professional will play a significant role in the ongoing growth and development of Avantax's discretionary asset management and advisory platform as a member of the Portfolio Management Group ("PMG"). Avantax's advisory platform includes multiple investment options such as discretionary model portfolios, multiple Separate Account Managers, and retirement plan discretionary models.
Essential Duties & Responsibilities
Due Diligence
Conduct due diligence on existing or prospective investment managers, ETFs, and Separately Managed Accounts ("SMAs") in support of Avantax's fee-based asset management platform. This includes qualitative and quantitative activities in support of the manager selection and justification recommendations. These activities may include:
- In-depth meetings with portfolio management teams across equity and fixed-income strategies.
- Support best practices by a commitment to quality in written documentation of due diligence work efforts, manager interactions, portfolio change recommendations, and supporting research material.
- Understanding, communicating, and documenting the qualitative underpinnings of return/risk drivers for investment strategies.
Research/Portfolio Management
The professional will contribute to decisions regarding investment selection and manager hiring and termination for Avantax's discretionary asset management programs, including:
- Have direct asset class coverage and responsibilities.
- collaborate on all operational and implementation issues related to the model portfolios and group retirement model portfolios.
- Help to identify ideas of funds and ETFs for possible future use in the discretionary portfolios.
- Procure and analyze data from electronic subscription sources such as Morningstar Direct, Bloomberg, Fi360, etc.
- Lead the research on SMAs and Fund Strategist Reviews.
Reporting/Consulting
Under the direction of the Manager of the PMG, the professional will be expected to support the following team functions:
- Maintain Morningstar Direct aggregates/composites in support of Avantax's discretionary portfolios.
- Run monthly and quarterly factsheets and performance reporting of model portfolios.
- Support the financial advisor and client experience by authoring written sales and marketing collateral with ad hoc articles and whitepapers.
- Will serve as a subject matter resource to internal staff and external financial advisors through formal and informal oral/verbal and written presentations and consultative telephone communications as needed.
- Research investment characteristics and industry trends for consideration in product development and continuous improvement.
- Lead the quarterly reporting on SMAs.
- Assist with maintenance of the allowable list of funds and ETFs.
Education & Experience
- Level III candidate in the CFA program or CFA designation is required.
- Current Series 7/ 66 strongly desired (or ability to obtain within six months of employment).
- Bachelor's degree is required, and an MBA is a plus.
- At least 3-5 years of financial services industry experience.
- excellent communication, facilitation, and professional writing skills required.
- excellent ability to communicate and present to any audience.
- Good organization skills with a high attention to detail.
- Good analytical and problem-solving skills are required.
- Must have the ability to work effectively independently, as well as in a team environment.
- Must have good computer skills, including intermediate proficiency in MS Office applications and Morningstar Direct/Bloomberg.
- Some experience in interacting directly with financial advisors, investment committees, and similar internal and external clients within a BD/RIA structure or similar investment firm is desirable.
- Demonstrates commitment to best practices regarding discretionary investment management.
- Knowledge of, and the ability to be, conversant about a wide range of investment management and financial market topics and concepts.
- Experience in the fixed-income markets is preferred.
Physical Demand & Work Effort
- Keying/typing, standing, walking.
- Sitting for an extended period.
- Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
- The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
- Compliance with company attendance standards.
Comprehensive Benefits
We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.
#Avantax
At Avantax, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.
Avantax and its business lines, Avantax Wealth Management and Avantax Planning PartnersSM are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law.
Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.
If you need assistance or accommodation due to a disability, you may contact us at , or by calling to speak with a member of the HR Talent Acquisition team.
