What are the responsibilities and job description for the Investment Analyst position at SpirePoint Private Client?
Company Description
SpirePoint Private Client is a wealth management firm committed to serving successful individuals and families. Founded by experienced advisors, we prioritize providing comprehensive financial solutions that safeguard and grow assets while addressing lifestyle and legacy goals. By simplifying complex financial decisions, we enable our clients to make informed and practical choices. With a focus on personalized financial planning, portfolio management, and estate and tax planning, we support the long-term financial success of our clients. SpirePoint is headquartered in Vero Beach, FL, and operates as a Registered Investment Advisor with the U.S. Securities and Exchange Commission.
Role Description
We are seeking an Investment Analyst for a full-time, on-site role at our Vero Beach, FL office. The Investment Analyst will contribute to investment research and analysis, assist in financial modeling and portfolio management, and support the development of financial strategies for clients. Key responsibilities include conducting in-depth market research, analyzing investment opportunities, creating financial reports, and assisting the advisory team in portfolio evaluation and implementation.
Qualifications
- CFA or progress toward certification required
- Strong knowledge of Investments and Portfolio Management
- Demonstrated proficiency in Financial Modeling and Finance-related concepts
- Excellent Analytical Skills for data interpretation and decision making
- Exceptional attention to detail and the ability to manage multiple priorities
- Bachelor’s degree in Finance, Economics, or a related discipline is preferred
- Effective communication and collaboration skills
- Proficiency in Microsoft Excel and financial software tools
- Familiarity with financial regulations and compliance is beneficial