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    Investment Analyst - Pasadena, United States - DirectedLINK

    DirectedLINK
    DirectedLINK Pasadena, United States

    1 week ago

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    Description

    Job Description

    Job Description

    Title: Investment Analyst/Financial Planning Analyst

    Location: Pasadena, CA (Onsite)

    Salary: $85,000 - $100,000 + Performance and Firm Bonus

    Other: Dental, Health, Retirement (401K) benefits included.

    Industry: Investment Advisory for Hight Net Worth (NHW) & High Taxable Income (HTI) Clients

    Company Overview: Our client is a Family Office Registered Investment Advisor (RIA) serving (HNW) and (HTI) clients and with offices in Pasadena and Costa Mesa. They cater to families, non-profit organizations, endowments, and foundations, with a focus on clients contributing to Christian organizations.

    Role: The Investment Analyst will report to the Chief Investment Officer, managing firm trading and portfolio management, client engagement, operational support, and investment research.

    Responsibilities:

    Trader/Portfolio Management:

    • Execute trades across the firm, primarily ETFs, Mutual Fund models, T-Bills, and money market funds.
    • Rebalance client portfolios quarterly or as directed by the Chief Investment Officer.
    • Utilize iRebal or similar systems for trading client model portfolios.Client Management:
    • Respond to client inquiries, providing market updates, account performance information, and implementing service requests.
    • Assist clients in maintaining financial planning goals and update plans with changes in circumstances.
    • Track client progress towards completion of RMD requirements and proactively communicate with clients.
    • Record and input meeting notes and next actions into company CRM during client meetings.Operations:
    • Oversee the Orion database for internal information, client performance reporting, and maintaining compliance.
    • Provide backup support for sending quarterly investment reports to clients.
    • Assist Chief Compliance Officer in responding to data requests.
    • Provide backup support for preparing client documents needed at custodian using DocuSign.
    • Assist with money transfer tasks for clients and review custodial alerts.
    • Support team with quarterly billing process.Research and Analysis Reporting:
    • Conduct financial market research to maintain understanding of current economic events.
    • Perform research in investments, income tax planning, estate planning, and financial markets.
    • Prepare reports for client meetings and provide analysis of client performance.
    • Recommend new investment offerings and evaluate specific investment opportunities.Requirements:
    • Bachelor's degree or higher.
    • CFP current or actively pursuing enrollment in CFP Board certification program.
    • CFA designation, participating in the CFA program, or pursuing.
    • 2+ years of relevant work experience.
    • Proficiency in using Excel for problem-solving and financial modeling.
    • Knowledge of documentation processes, actions, and procedures across client lifecyclePreferred Qualifications:
    • Experience in client services with an interest in investments.
    • Familiarity with Orion, Morningstar, Advisor Engine, CRM systems.
    • Worked with institutional client service team at major custodians.
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