Investment Analyst

MAI WEALTH MANAGEMENT, INC.•Los Angeles, CA

15h•$68,000 - $90,000•Onsite

About The Position

Evoke Advisors, a division of MAI Capital, is seeking an Investment Analyst with excellent quantitative, analytical, and interpersonal skills to join our team of Forbes- and Barron’s-recognized Advisors. This is a financial, markets-focused role for someone who thrives on portfolio analysis, financial modeling, and translating data into actionable insights for Ultra High Net Worth (UHNW) individuals and families. As a member of the advisory team, you will support Advisors in portfolio construction and analysis, performance reporting, and the execution of client requests, all delivered to a standard of excellence. The ideal candidate thinks critically, learns quickly, and works with precision in a fast-paced environment. This position is based in the Century City office and requires five days per week in office.

Requirements

Bachelor’s degree in finance, economics, accounting, mathematics, or a related quantitative field
Advanced proficiency with Microsoft Excel (modeling, functions, data analysis); strong PowerPoint and Word skills
Interest in markets, investing, and wealth advisory generally. This role is a broad introduction to advising Ultra High Net Worth clients rather than a securities-research seat
Strong quantitative and analytical skills
Strong business writing and verbal communication skills
Exceptional attention to detail and a high standard of accuracy
Ability to manage competing priorities and meet deadlines in a fast-paced environment
Intellectual curiosity and an all-in approach to learning
Maintains strict confidentiality and discretion when handling sensitive client information

Nice To Haves

CFA for those moving toward research
CFP for those moving toward advising

Responsibilities

Builds and maintains financial models and conducts portfolio analysis across a range of asset classes and account structures
Reviews current client allocations and drafts recommendations for Advisor review, keeping portfolios aligned with client objectives, risk tolerance, and mandates
Partners with Advisors and the client services team on asset allocation design and portfolio maintenance
Prepares client meeting materials, performance reporting, decks, and quantitative analyses to a standard of excellence
Prepares and maintains the underlying data supporting client performance reports
Builds fundamentals in the first year — financial modeling, data, deck creation, and learning how we invest and advise
Progresses toward an appropriate credential (see Credential Path below)