Investment Research Analyst
Cetera•Dallas, TX
•$92,000 - $122,000•Hybrid
About The Position
At Cetera, we need analytical thinkers who are passionate about financial markets, investment research, and data-driven decision making. The Investment Research Analyst will support portfolio construction, asset allocation, and investment strategy development through a combination of traditional investment research, quantitative analysis, and data insights. This role partners closely with portfolio managers and investment professionals to deliver actionable recommendations that support client outcomes and firm objectives.
Requirements
- Bachelor’s degree in finance, Economics, Data Science, Mathematics, Statistics, or a related field.
- Experience in performing financial analysis, investment research, or quantitative analysis.
- Knowledge of investment concepts, portfolio theory, asset allocation, and capital markets.
- Strong analytical, problem-solving, and critical-thinking skills.
- Excellent written and verbal communication skills with the ability to present complex information clearly.
Nice To Haves
- Prior experience within an RIA, asset management firm, wealth management organization, or financial analytics environment preferred.
Responsibilities
- Conduct qualitative and quantitative research on macroeconomic trends, asset classes, investment products, and market developments.
- Analyze investment opportunities and provide insights that support portfolio construction and asset allocation decisions.
- Build and maintain financial models to evaluate investment strategies, risk factors, and return characteristics.
- Partner with portfolio managers and investment teams to develop research-driven recommendations.
- Automate data collection, validation, and reporting processes to improve efficiency and data accuracy.
- Develop reports, presentations, and data visualizations to communicate findings to internal stakeholders.
- Monitor financial markets, economic indicators, and industry trends to identify emerging opportunities and risks.
- Stay current on advancements in investment research, financial technology, and data analytics tools.
Benefits
- competitive performance-based bonus
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
