Investment Research Analyst - Cleveland, United States - Cetera Financial Group

Description

Cetera Financial Group is currently seeking an Investment Research Analyst.

This is a unique opportunity to join our team to assist with investment management and market research across a broad array of asset classes and provide day-to-day operational support to our investment management team.

The Investment Research Analyst role will help produce the team's perspectives - and actionable recommendations.

This role is hybrid, with two days working at one of our office locations:

St Paul, MN; El Segundo, CA; Cleveland, OH.


What you will do:
Support the quantitative and manager research team with report/material production, database maintenance, and analysis

Assist in the creation and publishing of our group's Capital Market Assumptions

Assist in performance reporting to generate composite performance for the team's portfolios

Support the team's quarterly advisor calls

Assist the team in managing the third-party research platform

Publish quarterly reports, analyses, presentations, and other research materials for advisors and their clients

Prepare reports, attend committee meetings, and work with senior analysts in gathering investment research.

Maintain menus and databases and serve as the first line of contact with advisors

Respond to routine inquiries from portfolio managers

Assist in other manager research and administrative activities as required

Ensure timely creation and updates to all marketing support collateral and commentary

Measure collateral and commentary usage

Manage our communications to our financial advisors including market commentaries, investment perspectives, and changes to our investment line-up

Learn, use, and support various financial products, software, and systems

This is a great opportunity to learn the aspects of the investment research area of Cetera Financial Group and to develop a career path within the team

What you need to have:
Bachelor's Degree

Attention to detail and organizational skills

Excellent written and verbal communication skills including the use of proper grammar and copy editing

Ability to multi-task while staying on track with deadlines, field inquiries, and internal assignments

Knowledge of economic issues, financial markets, and investment products is strongly preferred

Proficient in Microsoft Office skills (Excel and PowerPoint)

What is nice to have:
Confident, self-motivated, and self-disciplined

Sound logic and reasoning with a demonstrable ability to ask the right questions and make informed decisions

The ability to see the bigger picture, distill information quickly, and identify performance-driving factors

Solutions-focused; Derives satisfaction from investigative analysis, solving problems, and guiding others

Results-oriented with a strong intellectual curiosity


Compensations:
The salary range for this role is $60,000 - $75,000, plus a competitive performance-based bonus.

Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location.

Compensation ranges may differ in differing locations due to cost of labor considerations.

#LI-Hybrid

#J-18808-Ljbffr