Senior Investment Analyst

We are looking for a Senior Investment Analyst to join our team in Pleasant Prairie, Wisconsin. This role focuses on conservative investment strategies, emphasizing capital preservation, risk management, and stable long-term returns. You will play a key role in evaluating market trends, conducting in-depth financial analyses, and supporting portfolio management to align with client objectives.

Responsibilities:
• Conduct detailed financial analysis, modeling, and valuation of a variety of assets, including equities, fixed income securities, and alternative investments.
• Monitor macroeconomic trends, market conditions, and regulatory changes to inform conservative investment strategies.
• Perform comprehensive due diligence on current and prospective investments, prioritizing low-risk and income-generating opportunities.
• Assist portfolio managers in building and maintaining portfolios that emphasize stability, liquidity, and long-term wealth preservation.
• Prepare in-depth investment reports, recommendations, and presentations for internal committees and clients.
• Assess credit quality, interest rate exposure, and risk-adjusted performance in fixed income and cash management vehicles.
• Collaborate with senior leaders to refine investment policies, asset allocation models, and compliance frameworks for conservative portfolios.
• Provide guidance to entry-level analysts, fostering a culture of disciplined research and prudent decision-making.
• Bachelor’s degree in Finance, Economics, Accounting, or a related field (Master’s degree or CFA preferred).
• At least 5 years of experience in investment research or portfolio analysis, with a focus on conservative strategies.
• Certification in Series 7 or Series 65 (or willingness to obtain certification within a designated timeframe).
• Strong analytical and quantitative skills, with expertise in financial modeling and tools like Excel and Bloomberg.
• Comprehensive knowledge of fixed income markets, dividend-paying equities, and conservative alternative investments.
• Excellent communication and presentation skills, with the ability to simplify complex financial concepts.
• Proven ability to balance detailed analysis with practical decision-making to achieve client goals.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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