Investment Analyst

Hamilton Capital • Columbus, OH

2d

About The Position

Hamilton Capital is seeking a dynamic professional to join our Investment Management team. The Investment Analyst will analyze global investment classes, risk factors, macroeconomic conditions, investment managers, funds, and related investment issues within the scope of our firm's strategic approach, working under the direction of senior team members. This role focuses on strategic asset allocation and portfolio construction rather than individual security selection. You will partner proactively with portfolio managers and the operations/trading team to execute portfolio strategies, primarily through funds and pooled investment vehicles across all asset classes. Additionally, you will support investment model development, testing, validation, and production of analytics that inform overall portfolio decisions.

Requirements

• Demonstrable understanding of and passion for financial markets, macroeconomic fundamentals, and investment analysis required.
• Completed bachelor's degree required. Emphasis in business, economics, finance, or investments preferred.
• Perceptible expertise in analytical modeling, consistent with experience, within Microsoft Excel or more advanced software required.
• 2 - 5 years' experience in investment analysis, management, economics, finance, accounting, capital markets, or demonstrated success in a professional position of operations or leadership desired.
• Effective user of MS Office products with ability to quickly learn other software.
• Excellent analytical, relational, and organizational skills.
• Strong quantitative skills.
• Robust oral and written communication skills.
• Personally accountable and responsible.
• Applicant must be able to quickly adapt to new systems and learn the industry-specific software used by the firm.
• Patience, preference, and appreciation for a process-driven methodical approach over short-term, tactical, technical, or trading oriented investment programs required.

Nice To Haves

• Master's degree welcomed
• CFA charter holder or working actively toward charter highly desirable. May be required by firm to initiate pursuit of charter within a reasonable period.
• Familiarity with the Bloomberg platform preferred.
• Demonstrable programming ability in R, Python, or language of equivalent complexity welcomed.

Responsibilities

• Participates as member of a team in building, proving, testing, and deploying analytical tools, models, and frameworks that support portfolio decision-making and asset allocation across various equity, fixed income, and alternative asset classes.
• Performs quantitative and qualitative research under the direction of portfolio managers and other more senior team members.
• Conducts macroeconomic, factor, risk, manager, and asset class research.
• Communicates analysis results and portfolio allocations to senior team members, portfolio managers, and occasionally to advisors and clients.
• Assesses sub-advisors/funds including US and non-US equities, alternative investments, and fixed income.
• Analyzes sub-advisors' attributes of performance, process, and other characteristics.
• Supports maintenance, special requests, and strategy-related trading as needed.
• Applies investment strategies to 401(k) and 403(b) portfolios.
• Oversees, monitors, and reports on trading process between the Investment Management team and Operations team.
• Performs other duties as assigned to ensure superior investment team and company result.

Benefits

• Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally
• Thought leadership and innovative thinking are valued and rewarded
• Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more
• Individual and Team Incentive Plans
• Complimentary Investment management and financial planning services

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees