Investment Research Analyst

The Right Click
Any Location, CT
Category Research
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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