[Remote] Investment Research Analyst
Note: The job is a remote job and is open to candidates in USA. RightClick is seeking an Investment Research Analyst to join their wealth management team. This role involves conducting in-depth research and analysis of investment opportunities and collaborating with portfolio managers to provide actionable insights for client investment decisions.
Responsibilities
- Conduct in-depth research and analysis of investment opportunities across asset classes
- Utilize Morningstar Direct, Zephyr, and other portfolio analytics tools to support investment decisions
- Prepare reports, presentations, and recommendations for clients and internal teams
- Collaborate with portfolio managers and wealth advisors to provide actionable insights
- Monitor market trends, economic indicators, and investment performance to inform strategy
Skills
- Bachelor's degree in Finance, Economics, Accounting, or a related field
- At least 3 years of experience in wealth management or investment research
- Strong proficiency in Excel and portfolio analytics tools
- Excellent communication, presentation, and client-facing skills
- CFA, CAIA, or progress toward certification preferred
- Experience with Morningstar Direct and Zephyr
Benefits
- This is a fully remote position.
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