WM Investment Analyst
Rehmann•Troy, MI
•Hybrid
About The Position
Rehmann is seeking an Investment Analyst to join its Wealth Management team. The position follows a hybrid schedule, with three days in the Troy office, preferably Tuesday, Wednesday, and Thursday alongside the rest of the team. The analyst conducts investment and manager performance analyses, researches portfolios and markets, supports model allocation reviews, and collaborates with advisors on client onboarding and investment implementation.
Requirements
- Bachelor’s degree in finance, economics, or a related field.
- 0–3 years of relevant professional work experience in the finance industry.
- Advanced technical knowledge of portfolio construction, asset allocation, and investment management.
- Proficiency with investment department technology such as Bloomberg, MPI, Zephyr, Morningstar, or other industry software.
- Proficiency in related research, including investments, insurance, and financial planning.
- Proficiency in Microsoft Excel.
- Ability to manage time and prioritize tasks, including multiple priorities and demands.
Nice To Haves
- Progress toward or desire to pursue the CFA designation.
Responsibilities
- Conduct periodic analyses of investment and investment manager performance.
- Perform ad hoc analyses of investment portfolios.
- Generate output to facilitate quarterly review of model allocations.
- Monitor market developments and provide recommendations related to portfolio positioning.
- Provide oversight of model allocations and recommended managers.
- Participate in developing market commentaries and other publications.
- Research, identify, and present new software solutions or investment subscriptions to Investment Department members.
- Complete a broad range of investment research assignments.
- Research and analyze requests to consider adding investment managers to the List of Recommended Funds.
- Execute trades based on model changes and advisor requests on individual accounts.
- Collaborate with advisors to onboard clients, implement investment strategies, and communicate positioning.
Benefits
- Benefits focused on physical and mental health.
- Paid time off for volunteering and diversity-related activities.
- Flexible work arrangements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
