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Investment Research Analyst
The Right Click
Any Location, CT
Category
Research
Apply for Job
Remote
Job Description
Our client is seeking an Investment Research Analyst to join their wealth management team, leveraging research tools and portfolio analytics to support client investment decisions.
Requirements
Conduct in-depth research and analysis of investment opportunities across asset classes
Utilize Morningstar Direct, Zephyr, and other portfolio analytics tools to support investment decisions
Prepare reports, presentations, and recommendations for clients and internal teams
Collaborate with portfolio managers and wealth advisors to provide actionable insights
Monitor market trends, economic indicators, and investment performance to inform strategy
Benefits
Equal opportunity employer
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