Research Analyst

4 weeks ago


Tysons, United States Corbett Road Wealth Management Full time

Corbett Road is a fast-growing wealth and investment management firm in the Tysons/Washington D.C. area and is looking for motivated people that will have an impact on results as part of our team. We are searching for a Research Analyst/Trader. This is a team-based position that will work directly with the firm's portfolio managers and senior investment team. As an analyst, you will assist in the research of individual positions, macro-economic data, and support the trading functions of the firm. The ideal candidate may progress from this position into a Senior Research Analyst and eventual Portfolio Manager with the firm.

 

Responsibilities

  • Support the portfolio management and trading process.
  • Executing trades - Efficiently and accurately execute trades across various asset classes (equities, fixed income, alternatives, etc.) following established investment strategies and guidelines.
  • Managing and rebalancing portfolios - Regularly review and adjust client portfolios to ensure optimal asset allocation, alignment with client goals, and adherence to risk tolerance levels.
  • Collaboration with Wealth Management teams - Work closely with financial advisors, portfolio managers, and other team members to develop, implement, and maintain personalized investment strategies for clients.
  • Monitor cash flows, positions, trades, asset transfers, and portfolio changes.
  • Research investment related topics, including individual securities and ETFs.
  • Assist in the management of the firm’s strategies and implementation of proprietary investment model.
  • Screen for new investment ideas.
  • Assist with macroeconomic and industry analysis.
  • Capture performance data for various strategies needed for GIPS compliance.
  • Maintain all appropriate FINRA/other licenses and requirements.


Qualifications

  • Bachelor’s Degree
  • Level 1 CFA required, Level 2 or higher preferred
  • 1-2 years of prior full-time experience preferred
  • Proficient with spreadsheets, including Excel
  • Knowledge and interest in capital markets, portfolio management, and macroeconomic data
  • Attention to detail is a must
  • Knowledge of GIPS compliance process
  • Familiar with FactSet a plus
  • Educational assistance available in pursuit of licenses or designations


Compensation

  • Compensation is commensurate with experience
  • Competitive salary and benefits offered

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