Investment Analyst

4 days ago

Minneapolis, Minnesota, United States Elevation Point Full time
Job DescriptionElevation Point is a growth-oriented wealth management firm that partners with RIAs and independence-seeking advisors. Our mission is to elevate the entire industry to higher ground by providing customized and full-spectrum support. We offer dynamic OCIO solutions, personalized playbooks, and complete transparency in our capital management. Our team is committed to excellence and growth, and we're looking for a talented Investment Analyst to join our dynamic team.Key Responsibilities
  • Conduct in-depth research on prospective investment managers and perform ongoing due diligence on current managers.
  • Manage portfolio and product tasks for our suite of investment products.
  • Assist in the production of marketing materials and the development of asset allocation models.
  • Perform research and financial analysis on relevant asset classes.
  • Support other Elevation Point departments on an ad hoc basis as opportunities arise.
Requirements
  • Bachelor's degree in business or related field, preferably with a major in finance or economics.
  • A minimum of 3+ years' experience in the financial services industry.
  • Knowledge of capital markets and investments.
  • Strong attention to detail.
  • Ability to work independently and manage multiple projects simultaneously.
  • Excellent analytical, written, and oral communication skills.
  • Mastery of Microsoft Excel, PowerPoint, and Publisher.
  • Working knowledge of Bloomberg, Morningstar, and Pitchbook preferred.
  • Passion for finance and investing.
What We Offer
  • Competitive compensation starting at $75,000 annually commensurate with experience.
  • An extensive benefits package including comprehensive health coverage, robust retirement planning, financial security, flexible financial options, and well-being and work-life balance.

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