What are the responsibilities and job description for the Investment Analyst position at Focus Financial Partners?
Position Summary
Eton Advisors is a Multi-Family Office dedicated to providing discerning, ultra-high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs, exceed the expectations and help achieve the dreams of every family we serve. We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and supporting disciplines - into congruency.
Eton Advisors is looking for an Investment Analyst to compile, organize, and interpret investment data and research in support of investment decision-making, implementation, portfolio reporting, and client communications.
It is expected that the candidate pass the Series 65 exam within twelve months of employment and pursue and obtain his/her CFA designation within three years.
This is a full-time in-person position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.
Primary Responsibilities
The Investment Analyst will support the investment team across the following functions and processes:
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Eton Advisors is a Multi-Family Office dedicated to providing discerning, ultra-high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs, exceed the expectations and help achieve the dreams of every family we serve. We aspire to become a focal point for the client's financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and supporting disciplines - into congruency.
Eton Advisors is looking for an Investment Analyst to compile, organize, and interpret investment data and research in support of investment decision-making, implementation, portfolio reporting, and client communications.
It is expected that the candidate pass the Series 65 exam within twelve months of employment and pursue and obtain his/her CFA designation within three years.
This is a full-time in-person position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.
Primary Responsibilities
The Investment Analyst will support the investment team across the following functions and processes:
- Execute and support a range of investment- and client-related activities, including:
- Researching and responding to client questions on existing and prospective investments
- Preparing materials for client and prospective client meetings
- Coordinating preparation and follow-up for quarterly Investment Committee meetings
- Supporting quarterly reporting and performance deliverables
- Assisting with portfolio trading and rebalancing activities
- Prepare portfolio analyses, modeling, and recommendations for review with senior investment team members.
- Support ongoing manager due diligence for public investments and partner with senior investment team members on due diligence for private investments; maintain due diligence templates and records
- Manage and execute the Goals-Based Analysis process in partnership with senior investment team members.
- Serve as Secretary of the Investment Committee and, upon completion of the CFA designation, become a voting member.
- Interact directly with clients as a representative of the investment team, as needed.
- Bachelor’s degree; relevant financial experience required
- 2 years of industry experience
- Ability to manage multiple priorities and deadlines in a fast-paced environment
- Demonstrated commitment to service excellence and the highest standards of integrity, professionalism, and business ethics
- Ability to work in a highly confidential, low-profile environment
- Excellent organizational skills and strong attention to detail
- Strong analytical and problem-solving skills
- Understanding of accounting processes, procedures, and internal controls
- High proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook, and Access)
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Salary : $70,000 - $80,000