What are the responsibilities and job description for the Investment Analyst position at Perspective Wealth Advisors?
We're looking for a talented professional to join our team in the role of Investment Analyst. If you’re passionate about investment strategies, analysis, and operational excellence, this might be the perfect opportunity for you! Ideally looking for a candidate located in Colorado.
Key Responsibilities:
1. Investment Management
Investment Execution:
- Execute trades across client accounts in alignment with investment strategies and model portfolios.
- Monitor investment platforms for accuracy, efficiency, and compliance.
- Manage cash needs, account rebalancing, and settlement processes.
Monitoring & Reporting:
- Track tasks, activities, and alerts to ensure timely settlements.
- Generate detailed investment reports for PWA advisors.
- Identify opportunities for tax-efficient strategies, such as tax-loss harvesting.
2. Investment Analysis
Research & Portfolio Analysis:
- Provide 338 oversight and management.
- Conduct research on securities, funds, and market trends to support portfolio decisions.
- Analyze client portfolios for performance, risk exposure, and alignment with goals.
- Prepare asset allocation, location, and performance reports.
Investment Recommendations:
- Qualified Plan Management: RFPS, Tracking and Plan Servicing
- Provide the Investment Committee with data-driven insights and analysis.
- Develop presentations and summaries to facilitate advisor-client communication.
3. Investment Operations
Operational Execution:
- Oversee account operations, including account openings, transfers, billing, and investment workflows.
- Manage systems and tools related to portfolio management, investments, and reporting.
- Ensure accurate performance tracking and data integrity in platforms like Schwab Advisor Center and Black Diamond.
Compliance & Process Management:
- Ensure adherence to firm policies and regulatory requirements in all investment activities.
- Implement workflows that enhance efficiency in investment management processes.
- Support audits and compliance reviews as required.
Benefits:
Required: Bachelor’s degree in Finance, Accounting, or Economics
Preferred: CFA completed or started
Location: In Office (Loveland), or Remote
Salary: $80,000-100,000 commensurate with experience bonus opportunity
Full-Time Benefits: Medical, Dental, and Vision Insurance, and 401(k) after 6 months tenure
Salary : $80,000 - $100,000
