Investment Analyst (Finance)

TL;DR

Investment Analyst (Finance): Supporting centralized investment functions across wealth and institutional business lines with an accent on due diligence, portfolio analytics, and trading support. Focus on executing standardized analyses, maintaining high-quality data, and leveraging proprietary AI systems to improve investment processes.

Location: RIA-Overland Park, KS

Company

A growing professional services organization providing insurance, financial services, and HR consulting to improve wellbeing and financial security across the US.

What you will do

• Conduct research and due diligence on mutual funds, ETFs, and alternative investments.
• Maintain approved lists, model portfolios, and reference data across internal systems.
• Prepare trade files, allocate worksheets, and monitor post-trade exceptions.
• Generate performance, attribution, and risk reports using tools like Morningstar and FactSet.
• Support advisors with portfolio reviews, allocation analysis, and product information.
• Develop presentation materials and exhibits for investment committees and client meetings.

Requirements

• 0-3 years of experience in financial services.
• Background in investments and financial markets.
• Strong written and verbal communication skills with high attention to detail.
• General understanding of equities, fixed income, and alternative asset classes.
• Knowledge of model portfolio construction and ETF analysis.

Nice to have

• CFA candidate status.
• Experience with Morningstar Direct, FactSet, FI360, or Python.
• Experience in retirement plans or wealth management.

Culture & Benefits

• Comprehensive health, wellbeing, and retirement benefits.
• Paid time off and overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement for job-related expenses.
• Inclusive culture celebrating diversity, equity, and inclusion.