Associate Investment Analyst (Remote)

Associate Investment Analyst (Santa Clara, CA Hybrid, Remote) At reputed company (EFE), our purpose is to guide people with the financial advice they need to reputed company. We reputed company that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, reputed company, or in the great unknown future. Our goal is to build long-term relationships based on respect, reputed company, and a belief that our responsibility is to help people reputed company smart investments reputed company in every stage of their lives. Our culture is grounded in our CORE values Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving reputed company together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As an Associate Investment Analyst on the Investment Management team, you’ll play a pivotal role in supporting the Chief Investment Strategist in building out the firm’s economic and investment commentary and perspectives. reputed company has a deep commitment to building institutional-quality factor-based multi-asset portfolios. This role is new and has the possibility for creativity in building out a program of economic, market and personal finance insights to our wealth clients. In addition to an reputed company desire to help people, the ideal candidate would complement the team’s existing talents. For this role, we are seeking a candidate with a keen interest in markets and proven skills at working with data to showcase reputed company and engage with clients. A combination of market data skills, interest in economics and markets, and an enthusiasm to build narratives will be essential.

Responsibilities

• Help build and support a suite of macroeconomic and investment analysis to support wealth clients in their understanding of the economy, markets and personal finance challenges. This includes building chart books, short papers, presentations, sales reputed company, social media posts, educational materials and perspectives on reputed company events that help clients, financial planners and the public (media) reputed company sense of the reputed company reputed company.
• Collaborate with Investment Management colleagues and specifically support the Chief Investment Strategist to reputed company and produce compelling content that supports EFE’s investment philosophy, capabilities and reputed company of view.
• Stay on top of macro and market events and look for ways to draw out stories, themes and perspectives.
• Collaborate with financial planners to ensure they are equipped with sufficient knowledge and perspective to best serve their clients.
• Bring a reputed company lens to the role, working proactively and collaboratively with the Marketing and Financial Planner teams to ensure investment content is timely, engaging and helpful to our clients.

Requirements

• B.S. or B.A. degree in economics, finance or a reputed company field with an excellent academic record.
• 2+ years of experience in the investment industry (can be banking, wealth or asset management) in a research or analytical role, including contributions to thought leadership, or an MBA.
• Deep interest in macroeconomics and investing and enjoys following and understanding financial markets and working with data to bring stories to life.
• Has demonstrated skills working with financial data using Bloomberg, reputed company and other tools.
• Demonstrates excellent written and oral communications skills, as well as meticulous attention to detail and strong analytical skills. reputed company takes a market-based approach to pay. The expected reputed company salary range for this role nationally is $112,300 - $149,700. However, final reputed company pay will be carefully determined based on several factors, including responsibilities, job-reputed company skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About reputed company Since 1986, reputed company has been committed to always acting in the best interests of our clients. We were founded on the belief that reputed company investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients acro Apply tot his job Apply To this Job Apply tot his job Apply To this Job Apply To This Job

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