Investment Analyst

Focus Financial Partners•Chapel Hill, NC

19h•Onsite

About The Position

Eton Advisors is a Multi-Family Office dedicated to providing discerning, ultra-high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs, exceed the expectations and help achieve the dreams of every family we serve. We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and supporting disciplines - into congruency. Eton Advisors is looking for an Investment Analyst to compile, organize, and interpret investment data and research in support of investment decision-making, implementation, portfolio reporting, and client communications. It is expected that the candidate pass the Series 65 exam within twelve months of employment and pursue and obtain his/her CFA designation within three years. This is a full-time in-person position.

Requirements

Bachelor’s degree; relevant financial experience required
2+ years of industry experience
Ability to manage multiple priorities and deadlines in a fast-paced environment
Demonstrated commitment to service excellence and the highest standards of integrity, professionalism, and business ethics
Ability to work in a highly confidential, low-profile environment
Excellent organizational skills and strong attention to detail
Strong analytical and problem-solving skills
Understanding of accounting processes, procedures, and internal controls
High proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook, and Access)

Nice To Haves

Pass the Series 65 exam within twelve months of employment
Pursue and obtain his/her CFA designation within three years

Responsibilities

Execute and support a range of investment- and client-related activities, including: Researching and responding to client questions on existing and prospective investments
Preparing materials for client and prospective client meetings
Coordinating preparation and follow-up for quarterly Investment Committee meetings
Supporting quarterly reporting and performance deliverables
Assisting with portfolio trading and rebalancing activities
Prepare portfolio analyses, modeling, and recommendations for review with senior investment team members.
Support ongoing manager due diligence for public investments and partner with senior investment team members on due diligence for private investments; maintain due diligence templates and records
Manage and execute the Goals-Based Analysis process in partnership with senior investment team members.
Serve as Secretary of the Investment Committee and, upon completion of the CFA designation, become a voting member.
Interact directly with clients as a representative of the investment team, as needed.