Investment Analyst - Overland Park, United States - Prime Capital Investment Advisors

Description

Our firm's mission is to inspire people to achieve their life's ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues.

Prime Capital Investment Advisors, LLC

is different because we believe greatness starts and ends with our people. We are proud of having created an environment where drive, enthusiasm, candor, and professionalism are encouraged, supported, and valued. We are seeking a motivated

Investment Analyst

to join our rapidly growing firm. Our standards are to be the very best. If you're ready to meet the challenge of building something great, we want to hear from you.

Prime Capital Investment Advisors ("PCIA")
PCIA is a Registered Investment Advisor ("RIA") with $25 billion in assets under management (AUM).

Our nearly 200 advisors and over 300 total team members serve clients in 48 states out of 70 offices located throughout the country.

PCIA operates primarily through 3 brands.

Prime Capital Wealth Management

(PCWM) serves over 15,000 individual wealth management households and provides various services from financial planning to investment management.

Qualified Plan Advisors

(QPA) provides retirement plan consulting services to medium and large employers across the United States, serving 800 employers and several hundred thousand retirement plan participants.

Financial Fitness for Life

provides financial wellness, education and asset management services to retirement participants and data analytics services to employers.

Position Overview

PCIA presently has a ten-person investment and trading team responsible for managing or advising on over $25B of client assets across a variety of strategies, asset classes, and portfolios.

In anticipation of continued rapid AUM growth, investment product development, and investment process scaling, the team is seeking to hire an additional investment analyst for our portfolio management unit.

The investment analyst would become an integral member of a high-performing team and support several critical investment analysis and portfolio management activities.

Duties and Responsibilities

The Investment Analyst will be instrumental in scaling the delivery and management of customized investment solutions for our PCWM and QPA advisors.

This will involve developing efficient and repeatable research processes across qualitative and quantitative areas, including market, economic, sector, company, fund, and manager analysis.

Portfolio management responsibilities may be an element of this role depending on candidate experience and capabilities.

Additionally, the analyst will collaborate with the investment team and advisors to standardize and systematize the creation of investment recommendations and strategies tailored to specific client needs while delivering ongoing to the firm's nearly 200 advisors.

Personal Competencies & Attributes
Bachelor's Degree in finance, accounting, or economics
Strong personal interest in financial markets and investing
Excellent verbal and written communication skills
High quality of work standards and attention to detail
Strong work-ethic, internal motivation, and ability to learn new skills and competencies
Experience with Microsoft Excel, Microsoft PowerPoint

Compensation

A competitive compensation package will be provided including:
Strong Base Compensation
Competitive Variable Compensation
Competitive Benefits Package

**The compensation plan details will be custom-designed to meet the needs and experiences of qualified and interested candidates.


Benefits:
Health, Dental, Vision, HSA
LT/ST Disability, Group Life and Voluntary Group Life, Voluntary AD&D
401(k)
Generous PTO
12 Paid Holidays
EAP program
TeleDoc
Great team environment

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