Portfolio/Investment Analyst

Looking for a small-firm environment with big-firm resources? Look no further Healy Wealth Management is in search of an experienced financial professional with a strong investment analysis background. As a crucial member of our team, you will report directly to the Chief Investment Officer and be responsible for investment analysis and portfolio management. This role will also contribute to business development. With a stellar reputation as a top-tier performer and our membership in the IFG consortium, Healy Wealth Management has been providing exceptional financial planning services to high-net-worth clients since 2000. Located in beautiful Atlanta, GA, we proudly offer customized financial planning and portfolio management solutions to clients nationwide. Our core values – Honesty & Integrity, Empathy, Professionalism, and Proactive Communication – guide our every interaction. In this client-facing role, your interpersonal skills will be crucial in engaging, educating, and providing financial guidance to our valued clients. Our team comprises professionals from diverse backgrounds, including Financial Planning , Portfolio Management, Wealth Management, Banking, and Accounting. If you thrive in a supportive and collaborative work environment, we can’t wait to meet you Responsibilities Investment Analysis:Understand and commit to value investing principles and strategy. Analyze clients’ investment portfolios in collaboration with Financial Planner and Chief Investment Officer. Research and recommend potential investments for inclusion in client portfolios. PortfolioManagement:Assist in construction, monitoring, and reconciliation activities relevant to clients’ custom portfolios. This includes asset allocation, trading activities, rebalancing, monitoring cash positions, running portfolio models, and fee calculations. Business Development:Actively participate in business development opportunities and networking events. Help grow the firm’s prospects and client base. Client Service:Maintain open lines of communication with clients, ensuring they are informed about their portfolios and investment strategies. Provide timely updates on market conditions and performance and be readily available to answer any questions they may have. PerformanceAnalysis:Conduct thorough performance analysis on client portfolios and individual investments, while evaluating returns and risk. Convey outcomes and recommendations effectually to clients, helping them determine their investment objectives. Risk Management:Implement, monitor, and assess security valuation inputs and risk management strategies, including diversification and hedging with derivative securities. Research:Stay up to date with business and market developments, providing insightful research and analysis that informs our investment decision-making process. Administration:Execute essential administrative tasks related to investment accounting and reporting, ensuring accuracy and compliance. Investment Education:Educate clients on various investment strategies, providing guidance that empowers them to make informed decisions about their investments. Skills & Interpersonal ProvideTechnical aptitude to quickly grasp and navigate business-critical software and systems (e.g., Black Diamond, Redtail CRM) Advanced Excel proficiency (Pivot tables, complex formulas, financial modeling) and strong MS Office Suite skills Strong awareness of business and macro-economic developments; keenly attuned to long-term strategy as opposed to short-term influence Precisely interpret financial data aligned with client goals and portfolio management strategies Ability to cultivate and maintain strong client relationships, embodying our firm’s core values and unwavering commitment to exceptional service Outstanding presentation and communication skills that facilitate collaborative decision-making A team player who contributes to a positive and cohesive work environment Education & Experience Bachelor’s degree from an accredited university in finance, accounting, or a related field Proven experience in investment analysis, financial planning, or a related field Series 7 and 66 licensures or equivalent required CFA designation or ability to achieve within course of employment Schedule In office, M-F 401(k) w/employer contribution Health, Dental, and Vision insurance Paid time off Supplemental Pay Types Performance-based bonus pay at the employer’s discretion #J-18808-Ljbffr