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Financial Investment Analyst
2 months ago
Salary: Competitive
About Us:
Diversify Advisor Network is pioneering the future of wealth management. Established by experienced advisors and industry experts, we have crafted institutional-grade resources, paired with the personalized attention and support that epitomizes a genuine partnership.
Our mission is to foster a familial culture, an institutional framework, and an engaging experience that empowers advisors and wealth management firms to distinguish themselves, maintain their entrepreneurial independence, and, most importantly, serve and protect clients effectively.
About the Role:
The Financial Investment Analyst plays a crucial role within the investment team, collaborating closely with the firm's President, Chief Investment Officer (CIO), Portfolio Managers (PM), and Senior Investment Analyst. The ideal candidate is self-motivated, detail-oriented, intellectually inquisitive, passionate about investment strategies, and thrives in a collaborative team atmosphere. This is a full-time, in-office position.
Your Contributions:
- Conduct initial due diligence and ongoing investment research across traditional and alternative assets, including equities, fixed income, private real estate, private equity, private credit, and third-party managers.
- Collaborate with the President, CIO, PMs, and Senior Trader to proactively develop and maintain tools that enhance security selection, portfolio management, data management, and investment monitoring processes.
- Play a vital role in the firm's portfolio management activities, potentially engaging in portfolio construction, data analytics, and trading functions.
- Review and create financial models; prepare and compile comprehensive investment reports and other internal communications.
- Perform quantitative and qualitative due diligence on public and private investment strategies.
- Assist in preparing materials for regular Investment Committee Meetings.
Who You Are:
- A Bachelor's degree with a quantitative focus (e.g., Economics, Finance, Accounting, Mathematics, or Statistics) is required.
- 2+ years in a high-performing Analyst role is preferred.
- A strong desire for knowledge and a commitment to excellence.
- Exemplify our values of integrity, innovation, and collaboration.
- Possess exceptional professional demeanor, communication skills, and a collaborative spirit.
Your Skill Set:
- Top-tier quantitative abilities and an unquenchable intellectual curiosity.
- Proficiency in Microsoft Office, with a strong preference for advanced Excel and data analytics capabilities.
- The capacity to work independently and navigate complex problems.
- Detail-oriented with a strong sense of ownership regarding the quality of your work.
- Self-starter with excellent organizational skills and the ability to manage multiple tasks effectively.
Benefits:
- Core Benefits - Comprehensive medical coverage with HSA and FSA options, dental, and vision.
- Future Planning - 401(k) with a generous company match, access to a personal financial planner, and unique investment opportunities.
- Team Culture - Team members consistently praise the supportive and collaborative environment.
- Time Off - We value family, community service, and work-life balance. Enjoy 4 weeks of paid time off, 12 paid holidays, and 2 days dedicated to community service.
Join Us:
If you are ready to advance your career, forge meaningful connections, and embark on an exciting journey, we encourage you to consider this opportunity. We uphold and act with complete honesty and adhere to principles of sound ethics. All candidates will undergo a pre-employment background check, credit check, and drug screening. Diversify Advisor Network is an Equal Opportunity Employer--M/F/D/V.
