Senior Investment Analyst
About The Position
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: Summary: The Senior Investment Analyst is a key contributor to the creation, oversight, and maintenance of the centralized investment platform for wealth management advisors. This role is suited for professionals with 2-5 years of experience who excel in complex investment scenarios and operate with a high degree of independence. Senior Analysts lead advanced research, analytics, operational workflows, mentor junior staff, and drive process improvements across the team. Collaboration with senior leadership and cross-functional partnership is essential to deliver sophisticated investment solutions and maintain best-in-class standards. This role sits at the intersection of investment research, platform strategy, advisor support, and analytics, with exposure to both public and private markets.
Requirements
- Exceptional communication skills (written and verbal)
- Strong attention to detail and project management abilities
- Advanced proficiency with investment software (MDirect, FactSet, etc.)
- Deep understanding of multiple asset classes (equities, fixed income, real estate, alternatives)
- Proven ability to work independently and manage complex assignments
- The candidate must have between 2-5 years of experience in Asset Management or Wealth Management
- Strong investment and markets background
Nice To Haves
- CFA designation or candidacy is highly desirable
- Knowledge of programmatic analysis tools a plus (Python, R, MATLAB)
Responsibilities
- Investment Platform Oversight: Responsible for assisting with the implementation and monitoring of investment strategies across the platform, ensuring alignment with model guidelines
- Advanced Research & Due Diligence: Proactively monitor and re-underwrite existing platform strategies and participate in performance reviews and due diligence for strategies including: o ETF and SMA portfolios (equities and fixed income) o Private credit, private equity, private real estate, hedge funds o Structured products and options-based overlays
- M&A Support: Support the integration of acquired RIAs by migrating assets to a centralized investment platform and presenting solutions on a firm-wide and client-by-client basis
- Analytics and Reporting: Build and maintain dashboards and reports to evaluate strategy performance, risk exposures, and portfolio analytics using FactSet, Morningstar, Excel, and Python. Conduct performance attribution, benchmark comparisons, dispersion analysis, and peer analysis
- Trading and Implementation: Develop programmatic processes to drive scale across trading and operational workflows, maintain database quality and enhance depth and speed across strategy diligence. Collaborate cross-functionally with trading, operations, compliance, and technology teams
- Advisor and Field Support: Respond to complex information requests, provide expert product/portfolio insights, and support proposal development for high-value cases
- Performance Measurement: Manage the firm’s GIPS certification and composite creation, creating detailed attribution reports to derive insights from portfolio performance and communicate to field
- Relationship Management: Manage relationships with third-party investment managers and support ongoing diligence efforts for both traditional and alternative investment offerings
Benefits
- eligible employees health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
