Investment Analyst - LeafHouse
Austin, TX 78730
About the Job
About Us:
LeafHouse specializes in creating investment solutions for retirement plans including investment fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automatic rollovers, and enterprise technology solutions.
Job Description:
Join our dynamic team as an Investment Analyst, where you'll play a pivotal role in shaping the future of retirement investing. In addition to conducting investment manager due diligence and generating proposal reports, you'll also be responsible for maintaining and improving our proprietary statistical models. This role is in person at our office in Austin, TX.
Responsibilities:
Benefits:
LeafHouse specializes in creating investment solutions for retirement plans including investment fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automatic rollovers, and enterprise technology solutions.
Job Description:
Join our dynamic team as an Investment Analyst, where you'll play a pivotal role in shaping the future of retirement investing. In addition to conducting investment manager due diligence and generating proposal reports, you'll also be responsible for maintaining and improving our proprietary statistical models. This role is in person at our office in Austin, TX.
Responsibilities:
- Conduct investment manager due diligence, evaluating potential investment opportunities and providing comprehensive reports to the Investment Committee.
- Generate proposal reports and analysis crucial for servicing existing clients and supporting our sales team in business development efforts.
- Collaborate with internal teams to ensure accurate and timely delivery of investment recommendations and client deliverables.
- Communicate effectively with external partners, including retirement plan advisors, to gather necessary information and provide support as needed.
- Present investment recommendations and findings to the Investment Committee, contributing to strategic decision-making processes.
- Maintain and improve proprietary statistical models used for investment analysis and decision-making.
- Utilize Microsoft Office applications proficiently to create insightful presentations and reports.
- Demonstrate basic proficiency in computer programming languages such as Python, with the potential for testing during the interview process.
- Bachelor’s degree in economics, finance, accounting, or computer science.
- 0-3 years of experience in financial services, preferably with exposure to retirement plans.
- CFA Level I candidate at minimum.
- Series 66 or 65 FINRA License.
- Excellent communication skills, with the ability to effectively engage with external partners.
- Internal motivation and a proactive approach to problem-solving.
- Mastery of Microsoft Office applications.
Benefits:
- 401(k) Available with company match
- Most medical, dental, and vision health coverage policies available for employees are covered by the company
- Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company
- Generous paid time off policy
- Starting at $60,000 annually, based on experience and other candidate-specific criteria.
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Source : LeafHouse