Investment Research Analyst

Salary: 135000-150000

AboutUs

PioneerFinancialistheleadingprivateclientgrouppartneringdirectlywithNorthwesternMutual.Fortwodecades,PioneerFinancialhasbeendedicatedtotransformingthefinancialfuturesofourclientsthroughapersonalizedandholisticapproach.Oursteadfastcommitmentensuresthatweconsistentlydeliverexceptionalfinancialplanningservices.Overtheyears,PioneerFinancialhasflourished,nowembracingasecondgenerationoffinancialplanningprofessionals.Thisgrowthnotonlypreservesourenduringlegacybutalsoguaranteesthatclientsandtheirfamilieswillalwayshaveaccesstopremierfinancialguidanceandsupport.

PositionSummary

TheInvestmentResearchAnalystwilldirectlysupporttheHeadofInvestmentStrategyacrossthefullinvestmentplatform.Theanalystwillhelpsupportthebuildout,management,andongoingevolutionofthefirmsinvestmentstrategies,includingCore,Satellite,andotherportfolioinitiativesastheydevelop.Responsibilitieswillincludefundamentalandquantitativeresearch,sectorandthematicanalysis,singlestockandsecurityresearch,thirdpartmanagerduediligence,portfoliomonitoring,performanceandattributionanalysis,andsupportforthedevelopmentofnewinvestmentsleevesandimplementationframeworks.

CoreResponsibilities

InvestmentResearch&DueDiligence

Conductfundamentalandquantitativeresearchtosupportinvestmentdecisionsacrossthefirmsbroaderplatform,includingCoreportfolios,Satellitestrategies,andfutureinvestmentinitiatives.

Performdetailedduediligenceonmutualfunds,ETFs,individualequities,bonds,alternativestrategies,andotherrelevantinvestmentopportunities.

Evaluateexistingandprospectiveinvestmentsbasedonperformance,risk,fees,managerquality,valuation,portfoliofit,andrelativeattractivenessversusavailablealternatives.

Supportideageneration,investmentcasedevelopment,andongoingresearchacrossbothdiversifiedportfolioholdingsandmoretargetedstrategysleeves.

Helptranslatemarketviews,researchconclusions,andportfolioanalysisintoactionableinvestmentrecommendationsandimplementationconsiderations.

Assistinpreparinginternalinvestmentmaterials,client-facingcommentary,portfolioupdates,andothercommunicationsrelatedtomarketviewsandinvestmentstrategy.

Connectresearch,portfolioconstruction,marketviews,andimplementationacrossCoreportfolios,Satellitestrategies,andotherfirm-levelinvestmentinitiatives.

Modeling,Analytics&Documentation

Build,maintain,andupdateExcel-basedfinancialmodels,analyticaltools,andinvestmentframeworkstosupportresearch,diligence,portfolioanalysis,anddecision-making.

Analyzeinvestmentopportunitiesusingbothquantitativeandqualitativeinputs,includingperformancetrends,valuation,risk,cashflow,portfoliofit,andrelativeattractivenessversusalternatives.

Maintainandupdatedatabasesofcurrentandpotentialinvestmentsacrosstheplatform.

Documentresearchinputs,diligencefindings,investmentdecisions,andongoingmonitoringnotestoimproveprocessconsistency,transparency,andscalability.

PortfolioStrategy&Monitoring

Supporttheongoingreviewofclientportfoliostrategies,includingCoreportfolioandSatellitestrategies.

Performongoingportfoliomonitoring,risk-positionreviewsupport,performancetracking,andattributionanalysistoevaluateportfolioresults,keydrivers,exposures,andareasforimprovement.

Teamwork&Collaboration

Contributepositivelytoteamdynamics,culture,andthecontinueddevelopmentoftheinvestmentplatform.

CollaborateandcommunicateeffectivelywithteammembersacrossInvestmentStrategy,PortfolioManagement,InvestmentResearch,Planning,andotherareasofthefirm.

Beopentofeedbackandactivelyparticipateintraining,development,andprocess-improvementopportunities.

Supportandhelpexecutefirminitiativestothebestofyourabilities,includinginternalprojects,client-facingmaterials,investmentcommunications,andbroaderstrategicpriorities.

Qualifications

MustHave

Bachelor'sdegreeinrelevantfield

ExpertfinancialmodelingskillsusingExcelandproficientwithMicrosoftWordandPowerPoint

3-5Yearsofexperienceinthefinancialservicesindustry,withafocusoninvestmentresearchandanalysis

MusthaveorbewillingtoobtainSeries7licensewithin90daysofhire

FamiliaritywithfinancialsoftwaretoolssuchasBloombergorMorningstar

Preferred

Progress towards financial services designation such as CFA, CAIA, CIMA, or CFP