Investment Analyst

4 days ago

Schaumburg, United States Vista Wealth Management Group Full time

**Role: Investment Analyst**

**GROWTH POTENTIAL - COMPETITIVE SALARY - ATTRACTIVE BENEFITS**
- **OVERALL FUNCTION**_

The position will play an integral role in supporting our financial advisors and in growing our advisory business. Without this role, our advisors could not devote their full efforts to our clients; therefore, we view this role as central to our success as an overall team.
- **You are a fit for this role if you embody our Core Values **_
- _**Grow or Die**:_ You are committed to continual professional development by obtaining additional licenses or designations that help you grow in your seat
- _**Trustworthy**:_You are honest and truthful in your communication, both internally and with clients
- _**Ethical**:_ You have an upright character, possess integrity, and always do what is right, even if no one is looking
- _**Dedicated**:_ You are committed to the work that you do and you can stand behind that work
- _**Positive Attitude**:_ You are excited to speak with as well as to help clients, you show up with a no-excuse attitude, and you provide encouragement to your team members
- **And if you have the following **_
- You are passionate about the process and about efficiency, you possess a knack for maximizing time, prioritizing tasks, and streamlining workflow
- You are fervent about the confidentiality of client data and show discretion in sensitive matters
- You are intellectually curious, always asking “why,” connecting the dots, and seeking to solve problems
- You are obsessed with details, organization, and order
- You can work both autonomously and collaboratively and can pivot between different areas of support to lend a helping hand
- You have excellent oral and written communication skills
- You have confidence in a variety of settings, are able to hold your own, to think on your feet, and to answer questions directly
- You have a desire for managing and for providing an overall positive client experience
- **Bonus points for**_
- Ability to assess client needs and communicate effectively with clients
- Condensing data points and forming them into a story for all levels of clients
- Holding your Illinois Life & Health license; or obtain within first three months of hire
- **This position requires that you have**_
- 2 years or more of experience in the financial or investment industry
- Bachelor’s Degree in business related field, preferred
- Series 7 License
- Progress towards or currently hold a CFA® designation, preferred
- Knowledge of and experience using MorningStar / YCharts
- Experience with high-net-worth clients, preferred
- **Investment Research**_
- Review client’s statements and financial plans, analyze their current positions, their risk tolerance, and be able to provide recommendations that will assist the advisors in their meetings
- Review asset allocation and asset location as well as identify areas in which a client is overweighted or underweighted in a given asset class
- Keep abreast of the markets and be able to communicate NM’s stance or rational by listening / watching NM’s weekly investment-based webinars or podcasts
- Ad hoc, deep dives into complex client accounts or servicing issues
- **Portfolio Construction**_
- Help construct model portfolios for advisory clients
- Assist in quarterly rebalancing of model portfolios and ongoing monitoring of portfolio tilts
- Work hand-in-hand with our third-party investment consults / fund family managers to assist in fund selection efforts for both individual high-net-worth portfolios as well as model portfolios
- **Client Support**_
- Sit in on client review meetings with the advisor in order to help convey recommendations and investment rational to the client(s)
- Review client’s financial plans to assist in the recommendation of distribution strategies to maximize their retirement while looking for ways to reduce their overall tax burden

**SALARY & BENEFITS**
- $75,000 - $115,000 base salary (dependent on licenses, credentials, and experience)
- Build your salary by continual professional development
- Bonus potential based on performance
- Opportunity to gain equity in the firm
- Benefits: 401(k) with Match & Profit Sharing, Short-term Disability, Long-term Disability, Health, Vision, and Dental

Pay: $75,000.00 - $115,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance

Physical setting:

- Office

Schedule:

- Monday to Friday

**Education**:

- Bachelor's (preferred)

**Experience**:

- Investment: 2 years (preferred)

License/Certification:

- Series 7 (required)
- Chartered Financial Analyst (preferred)

Ability to Commute:

- Schaumburg, IL 60173 (required)

Work Location: In person

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