Junior Research Analyst - Farr Miller & Washington

Hightower Advisors • Washington, DC

15d • $100,000 - $120,000

About The Position

We are looking for a detail-oriented Junior Research Analyst to join our investment team Farr, Miller & Washington a Hightower Company in the Washington, DC metro area or New York City metro area. . You will support our wealth management and portfolio management teams by conducting investment research, analyzing market trends, and assisting with portfolio construction and client reporting. You will have a strong analytical mindset, attention to detail, and a passion for capital markets and wealth management.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• 1–2 years of experience in investment research, financial analysis, or a related role.
• Strong proficiency in Microsoft Excel, including financial modeling and data analysis.
• Experience with financial statements and valuation methodologies.
• CFA Level I candidate or completion of CFA Level I exam (exceptions could be made for proper candidate).
• Experience with Bloomberg Terminal, FactSet, Morningstar, or similar research platforms.
• Familiarity with portfolio management software and CRM systems. (Salesforce, Tamarac)
• Understanding of tax-efficient investing strategies.
• Previous internship or work experience at an RIA, investment firm, or financial institution.
• Excellent written and verbal communication skills.
• Effective organizational and time‑management skills.
• Ability to work independently while contributing within a collaborative team environment.
• Series 65 license or willingness to obtain within 60–90 days of hire.
• You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Responsibilities

• Conduct: Fundamental research on individual securities including equities, fixed income, and alternative investments.
• Analyze company financial statements, earnings reports, and industry trends.
• Monitor portfolio holdings and provide regular updates on material news, performance, and market developments.
• Help develop investment theses and drafting internal research reports.
• Track and analyze market trends, economic indicators, and sector performance.
• Support portfolio managers with data gathering, analysis, and trade execution preparation.
• Assist with portfolio rebalancing, tax‑loss harvesting analysis, and capital gains management.
• Maintain and update investment models, screening tools, and research dashboards.
• Help evaluate new investment strategies and opportunities.
• Participate in investment committee meetings and contribute research insights.
• Prepare client‑ready investment commentary and performance reports.
• Help create quarterly investment presentations and market updates.
• Help develop client proposals and investment policy statements.
• Maintain and update research databases and investment documentation.
• Collaborate with operations to ensure accurate portfolio data and reporting.
• Assist with CRM data entry and maintenance related to investment activities.
• Support implementation and enhancement of research and portfolio management technology.
• Participate in continuous improvement projects for research processes.

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $100,000-$120,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees