Investment Research Analyst

Cetera Financial Group • Dallas, TX

11d • Hybrid

About The Position

We are seeking a highly analytical and technically skilled individual to join our investment team. This role blends traditional investment research with modern data analysis and coding capabilities to support portfolio construction, asset allocation, and investment decision-making.

Requirements

• Bachelor’s or master’s degree in finance, Economics, Data Science, or a related field.
• Experience with financial modeling, data visualization, and statistical analysis.
• Familiarity with investment concepts, portfolio theory, and asset allocation.
• Excellent communication skills and ability to translate complex data into actionable insights.

Nice To Haves

• Prior experience in an RIA, asset management, or financial analytics environment is a plus.

Responsibilities

• Conduct qualitative and quantitative research on macroeconomic trends, asset classes, and investment strategies.
• Develop and maintain analytical tools and dashboards using Python, R, or other relevant programming languages.
• Automate data collection, cleaning, and reporting processes to improve efficiency and accuracy.
• Collaborate with portfolio managers to generate insights that inform investment decisions.
• Back test strategies and build models to evaluate risk and return characteristics.
• Present findings in clear, actionable formats for internal stakeholders and clients.
• Stay current on financial markets, investment products, and emerging technologies in data science and finance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level