Investment Analyst

Kestra•Austin, TX

22h

About The Position

The Investment Analyst will support the management of Kestra Investment Management’s model portfolio offerings. The role serves as a primary expert in one or more asset classes and conducts due diligence on investment strategies in an assigned coverage area, primarily ETFs and SMAs, with possible coverage of other investment vehicles. As a member of the investment committee, the analyst makes recommendations on asset allocation and product implementation. As part of a small team, the analyst participates in and improves operational processes used to manage model portfolios across multiple custodians. The role also partners with Operations and Investment Specialists to respond to advisor questions, contributes investment content, participates in advisor presentations and Kestra conferences, and builds partnerships with other Kestra departments, particularly wealth management and compliance.

Requirements

Undergraduate degree from a four-year accredited college or university.
Series 65 license, or ability to obtain it within six months.
Experience researching multiple asset classes and product types.
Experience analyzing investment products, primarily ETFs and mutual funds, using quantitative and qualitative methods.
Ability to work with large data sets and proficiency in Microsoft Excel or other programming skills.
Strong attention to detail when managing data from multiple sources.
Ability to develop strong relationships and communicate clearly in writing and verbally.
Ability to develop scalable processes.
Personal integrity, professionalism, and a strong work ethic.
Ability to work in a fast-paced, evolving, entrepreneurial environment.
Ability to prioritize clients, identified as financial advisors.
Ability to adapt and work both autonomously and collaboratively.
Ability to participate in the selection and monitoring of investment strategies.
Internal applicants must be in good standing and have at least one year of service with Kestra and one year in their current role, unless approved by an EVP.

Nice To Haves

Advanced degree or CFA designation.
At least five years of investment research experience, preferably focused on selecting products for asset allocation models.
Prior experience with investment advisory platforms.
Experience with investment-related technology and tools such as Envestnet, Tamarac, FactSet, Morningstar Direct, or Bloomberg.

Responsibilities

Conduct due diligence on ETFs and other investment offerings to select and monitor products for KIM model portfolios.
Follow a disciplined product-research process, document decisions, and maintain databases of research and supporting materials.
Identify investment opportunities in the assigned coverage area and present ideas to the investment committee.
Develop relationships with product-company representatives and portfolio managers of products used or considered for KIM model portfolios.
Assist with operational processes involved in ongoing model portfolio management.
Produce and review marketing materials, including series briefs, portfolio profiles, and trade commentaries.
Enter model portfolio changes on Envestnet and Morningstar Direct.
Present to groups of financial professionals to educate them about KIM’s models.
Develop presentations that communicate investment ideas through clear narratives supported by data, charts, and tables.
Partner with KIM Operations and Investment Specialists to help answer advisor questions about model portfolios.
Contribute to KIM investment content and participate in advisor presentations and Kestra conferences.
Build ongoing partnerships with other Kestra departments, especially wealth management and compliance.
Perform other duties as assigned.