Research Analyst

Orgel Wealth Management, LLC • Altoona, WI

7d

About The Position

Orgel Wealth Management is seeking a Research Analyst who can partner with the in-house research team to refine investment strategies, perform ongoing monitoring of investment managers and market trends, and support the ongoing education of the internal team and clients.
The Research Analyst works collaboratively with Orgel Wealth Management’s in-house research team to support investment strategy, perform ongoing monitoring of investment managers, evaluate market trends, and contribute to the education of internal teams and clients regarding portfolio decisions. The Research Analyst should demonstrate intellectual curiosity and a strong work ethic, with an expectation of continuous learning and professional growth. This individual must exhibit strong organizational and interpersonal skills, a commitment to serving clients with excellence, and the ability to operate with accountability while working under the guidance of senior team members.

Requirements

• BA or BS degree from an accredited college or university
• 2-3 or more years of investment-related financial industry experience
• Manage time effectively, set priorities, and meet deadlines
• Maintain the highest level of confidentiality with respect to client and firm information
• Understand and adhere to all firm policies and procedures
• Exercise the highest level of professionalism in personal presentation, communication, and all interactions with clients and employees
• Demonstrate high levels of integrity
• Communicate effectively orally and in writing
• Function well in a team environment by maintaining a positive, collaborative approach
• Work independently with self-motivation
• Leverage technology, including the Microsoft Office Suite, Salesforce (Practifi), Tamarac, Morningstar, Bloomberg, and other software applications as necessary

Nice To Haves

• Progress towards or achievement of the CFA charter or an advanced degree.

Responsibilities

• Conduct initial and ongoing due diligence research on investment managers across a variety of asset classes, under the guidance of senior research team members.
• Analyze market trends that affect Orgel Wealth Management’s investment models using quantitative, macroeconomic, and capital markets research skills and third-party systems (e.g., Bloomberg, Morningstar Direct, etc.).
• Maintain and improve recurring research and reporting processes, including model updates, data validation, and performance reporting, identifying opportunities to enhance efficiency, accuracy, and consistency through better tools or workflows.
• Remain informed on market trends and investment themes, contributing research insights and analysis to support portfolio positioning and investment decisions.
• Assist in the development and maintenance of analytical and programming tools designed to monitor and respond to changing market environments.
• Assist in the creation of written research content, internal memos, client communications, and presentation materials that clearly articulate investment decisions, portfolio positioning, and market developments.
• Apply and continue to develop quantitative analytical skills to evaluate and model various investment products and investment strategies.
• Provide research and analytical support to internal teams across the organization, including relationship management, by preparing clear explanations, supporting analysis, and well-structured materials to enhance client decision-making.
• Conduct oneself at all times in accord with The Orgel Way and maintain the highest standards of client confidentiality and organizational discretion.

What This Job Offers

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