What are the responsibilities and job description for the Investment Analyst position at W3Global?
About The Firm
Our client is a boutique Registered Investment Advisor (RIA) focused on disciplined investment management, long-term client relationships, and a strong team-based culture. The firm emphasizes intellectual rigor, professionalism, and high academic standards.
Role Overview
We are seeking an Investment Analyst to support portfolio management and investment research activities. This is a non-sales, non-advisor role ideal for someone who enjoys analyzing investments and wants to build a long-term career in asset management.
The analyst will work closely with senior leadership to evaluate securities, monitor portfolios, and support investment decision-making across multiple asset classes.
Key Responsibilities
Our client is a boutique Registered Investment Advisor (RIA) focused on disciplined investment management, long-term client relationships, and a strong team-based culture. The firm emphasizes intellectual rigor, professionalism, and high academic standards.
Role Overview
We are seeking an Investment Analyst to support portfolio management and investment research activities. This is a non-sales, non-advisor role ideal for someone who enjoys analyzing investments and wants to build a long-term career in asset management.
The analyst will work closely with senior leadership to evaluate securities, monitor portfolios, and support investment decision-making across multiple asset classes.
Key Responsibilities
- Conduct investment research and analysis on:
- Equities (stocks)
- ETFs and mutual funds
- Fixed income securities (bonds)
- Analyze financial statements, valuation metrics, and performance drivers
- Monitor portfolio holdings and prepare internal reports and summaries
- Support portfolio construction, rebalancing, and ongoing investment reviews
- Track market trends, economic data, and investment risks
- Assist with investment memos, presentations, and internal documentation
- Collaborate closely with portfolio managers and senior leadership
- 2 years of experience in investment analysis, research, or asset management
- Hands-on exposure to stocks, ETFs, mutual funds, and/or bonds
- Strong analytical skills and comfort working with financial data
- Proficiency in Excel and financial analysis tools
- Clear written and verbal communication skills
- Strong attention to detail and intellectual curiosity
- CFA candidate or strong interest in pursuing the CFA program
- Experience in a buy-side, RIA, asset management, or investment research environment
- Academic background in Finance, Economics, or related field
Salary : $90,000 - $110,000