What are the responsibilities and job description for the Investment Research Analyst position at Kestra Investment Management?
Investment Analyst
SUMMARY:
The Investment Analyst position is within Kestra Investment Management and represents a unique opportunity to help architect, develop, and manage the firm’s market commentary and investment offerings. The Investment Management unit aims to provide a broad suite of investment solutions and expertise that financial professionals can use to help their clients. This role will work directly with the Chief Investment Officer to research market and economic trends and communicate our views with advisors, clients and the public.
POSITION IS IN AUSTIN, TX, IN OFFICE FULL TIME
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily:
· Build and maintain up-to-date spreadsheets and charts with current economic indicators and market data.
· Assist in the development and maintenance of presentations used to communicate investment views to advisors and their clients.
· Analyze current and historical economic indicators and market data. Help identify topics of interest to the investing public and tailor our content accordingly.
· Monitor and analyze market and investment trends to identify potential opportunities and risks.
· Communicate research findings with the portfolio management team to assist the team in developing views that inform the investment decision making process.
· Manage calendar of content, including identifying appropriate and interesting topics, partnering with other individuals within the team, ensuring materials are ready and compliance-approved on time
KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities.
· Must possess superior analytical and communication skills, both verbal and written.
· Ability to work closely with other members of the team and take ownership of key projects.
· Demonstrate personal integrity, professionalism, and strong work ethic.
· Flexibility to work in a fast-paced, growing, entrepreneurial environment.
· Commitment to a culture of professionalism, accountability, client focus and teamwork.
· Genuine interest in and knowledge of financial markets, economic indicators, and investment principles.
· Proficiency in building and maintaining spreadsheets and charts via Microsoft Excel and Microsoft PowerPoint.
· Ability to work on multiple tasks at any one time while maintaining high quality standards.
EDUCATION AND/OR EXPERIENCE:
· Undergraduate degree from a four-year accredited college or university.
· 2-3 years professional experience in economics and/or financial markets.
CERTIFICATES, LICENSES, REGISTRATION:
· Willingness to obtain industry licensing, such as the Series 65 or similar, as needed.
· Actively pursuing or current holder of the CFA designation preferred.