Investment Analyst

LeafHouse-posted 2 months ago

Full-time • Entry Level

Austin, TX

11-50 employees

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A technology company dedicated to developing investment solutions for the retirement plan industry. LeafHouse specializes in creating investment solutions for retirement plans including investment fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, IRA & HSA offerings, and enterprise technology solutions. The firm has the organizational strength and technological platform to meet the needs of clients and partners. LeafHouse collaborates with plan sponsors, advisors, recordkeepers, investment managers, and administrators to develop creative solutions and build partnerships. The firm aims to make people’s financial lives better providing strong client service, modernizing technologies, increasing communication, and improving data insights. We are seeking an Investment Analyst to join our growing and dynamic team. The Analyst will report to the SVP, Investments & Analytics. The Investment Analyst role at LeafHouse is pivotal in supporting the firm’s mission to deliver exceptional investment solutions. This position involves conducting in-depth market research, analyzing financial data, and evaluating investment opportunities to inform strategic decisions. The Investment Analyst collaborates with management, data, and technology teams. The Analyst will work with clients & partners, monitor investments, assess risk, and develop tailored strategies that align with client objectives. With a focus on innovation, this role drives LeafHouse’s commitment to achieving optimal outcomes for clients. This role is in person at our office in Austin, TX.

Conduct investment manager due diligence, evaluating potential investment opportunities and providing comprehensive reports to the Investment Committee.
Generate proposal reports and analysis crucial for servicing existing clients and supporting our sales team in business development efforts.
Collaborate with internal teams to ensure accurate and timely delivery of investment recommendations and client deliverables.
Communicate effectively with external partners, including retirement plan advisors, to gather necessary information and provide support as needed.
Present investment recommendations and findings to the Investment Committee, contributing to strategic decision-making processes.
Maintain and improve proprietary statistical models used for investment analysis and decision-making.
Utilize Microsoft Office applications proficiently to create insightful presentations and reports.
Demonstrate basic proficiency in computer programming languages such as Python, with the potential for testing during the interview process.

Bachelor’s degree in economics, finance, accounting, or computer science.
0-3 years of experience in financial services, preferably with exposure to retirement plans.
CFA Level I candidate at minimum.
Series 66 or 65 FINRA License.
Excellent communication skills, with the ability to effectively engage with external partners.
Internal motivation and a proactive approach to problem-solving.
Mastery of Microsoft Office applications.

401(k) Available with company match
Most medical, dental, and vision health coverage policies available for employees are covered by the company
Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company
Generous paid time off policy

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