Investment Analyst

Pay: $85k per year
Investment Analyst
Diversified is a fast-growing registered investment advisory firm institutionalizing our investment process. We're building the infrastructure, the frameworks, and the discipline that will define how we manage money for years to come.
We want an analyst who wants to help build it.
This is not a back-office support role. As a direct partner to the CIO, you'll have real responsibility across asset allocation, manager research, and portfolio construction from day one. The scope of your involvement will grow with your energy and capability. If you're proactive, take initiative, and are serious about a career in investment management, you'll find more opportunity here than at firms three times our size.
What You'll Do
Partner with the CIO and investment team on asset allocation research, manager selection, and portfolio construction across existing and new strategies
Develop subject matter expertise in assigned asset classes, including ongoing due diligence of existing portfolio holdings and proactive identification of new manager and strategy opportunities
Develop and maintain a deep understanding of the markets our managers invest in, staying current on market dynamics, trends, and the broader investment landscape
Monitor model portfolios and produce supporting analysis including attribution, exposure, and risk statistics
Analyze existing investment managers using Morningstar Direct, with a focus on attribution analysis, performance reporting, and Presentation Studio
Develop investment theses on assigned asset classes and managers by identifying what matters, building the supporting analysis, and bringing a clear, well-reasoned point of view to the team. We expect conviction in your thinking and intellectual honesty when the evidence changes
Develop portfolio analysis and investment reporting for large clients with bespoke portfolio needs
Respond to investment-related questions from financial planning teams and serve as a knowledgeable resource across the firm
What We're Looking For
An analytical mind that doesn't stop at the numbers — someone who knows what analysis to run, can identify what's actually important, and is willing to form and defend a view while remaining genuinely open to being wrong
Someone who sees a gap and fills it, who brings solutions rather than problems, and who takes genuine ownership of outcomes rather than just tasks
Active participation in or completion of the CFA program; candidates who have passed Level 1 are strongly preferred
Hands-on fluency with Morningstar Direct — specifically manager research workflows, portfolio attribution, performance reporting, and Presentation Studio
Experience in wealth management, asset management, or a related investment environment (RIA, broker-dealer, bank, fund company, or similar)
Exceptional organizational skills and the ability to manage multiple priorities without losing detail or follow-through
Strong written and verbal communication skills — you'll be interfacing across the firm and contributing to client-facing materials
A genuine interest in building, not just maintaining — we're modernizing a fast-growing firm and we want someone who sees that as the opportunity it is
Bachelor's degree required
Why Diversified
We're a growing RIA with a family-oriented culture and an investment process that’s evolving right now. You'll work directly with the CIO, gain exposure across the full investment function, and have a real hand in shaping how we do things, not just executing what's already been decided. For the right person, this is a career-defining early role.
Location:
Wayne, PA (in-office)

Type:
Full-time

Salary : $85,000