Investment Research Analyst

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
  • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
  • Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of position

The Investment Research Associate will play a key role in supporting the firm’s investment research, analysis, and decision-making processes across multiple asset classes. This individual will contribute to client-level investment allocation decisions, participate in the evaluation of public and private investment opportunities, and collaborate cross-functionally with internal teams and external partners. The ideal candidate is intellectually curious, analytical, and eager to develop expertise within a dynamic investment environment.

We are targeting a base salary range of $50,000 to $90,000 for this position, depending on experience, along with bonus incentives and a competitive benefits package provided to our employees.

Responsibilities

• Support overall investment research and decision-making process across multiple asset classes
• Contribute to investment allocation decisions at the individual client level
• Communicate effectively to different key groups including internal research, operations, advisors, and legal partners
• Work on specific investment projects that can lead to investments in Sentinel internal public and private funds
• Assist in preparing investment reports, presentations, and recommendations for internal and client-facing use.
• Attend investment and industry conferences to expand knowledge, monitor market trends, and enhance diligence of existing and potential opportunities.
• Participate in ad hoc investment projects and process improvement initiatives as assigned.

Required Skills/Experience

• Bachelor’s degree in Finance, Economics, Business, or a related field required.
• Minimum 2–5 years of experience in investment research, portfolio management support, or related analytical work.
• Proficiency in Microsoft Excel and PowerPoint with strong quantitative and data analysis skills.
• Strong written and verbal communication skills, with the ability to synthesize and present complex information clearly.

Preferred Skills

• Experience working within a multi-asset investment environment (public and private markets).
• Familiarity with portfolio management systems, financial databases or CRM tools such as Salesforce.
• Progress toward, or interest in pursuing, a CFA designation or equivalent professional credential.

Competencies

• Highly detail-oriented with strong analytical capabilities.
• Independent thinker with the confidence to share informed opinions.
• Strong intellectual curiosity and willingness to learn and explore unfamiliar areas.
• Team-oriented, proactive, and able to manage multiple priorities effectively.
• Demonstrates integrity, professionalism, and a strong work ethic.