Senior Research Analyst - Equities at Annex Wealth Management LLC

Description

Annex Wealth Management – Know the Difference 

Join Our Growing Team at our Headquarters in Brookfield, WI! (On-site gym)! 

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!  

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. 

Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX. 

At Annex Wealth Management, our values aren’t just words – they guide how we work every day: 

• Knowledge 
• Accountability 
• Integrity 
• Courage 
• Respect 
• Ownership 

Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything we do, we'd love to hear from you. 

About the Role 

As a Senior Research Analyst, you’ll play a key role in executing our investment philosophy and process with a high degree of independence, while collaborating closely with senior team members. You’ll contribute to idea generation, security monitoring, and investment education for both clients and internal teams. This role also includes mentoring junior analysts and helping shape the firm’s research culture 

Key Responsibilities

• Investment Process Execution: Support the firm’s investment strategy through rigorous research, analysis, and monitoring of securities and portfolios  
• Idea Generation: Lead and contribute to the development of investment ideas across sectors and asset classes 
• Mentorship: Guide and support junior analysts in developing their research skills and understanding of investment principles 
• Education & Communication: Assist in creating and delivering investment education content for clients, prospects, and internal stakeholders 
• Collaboration: Work closely with the Investment Committee and other departments to ensure alignment and excellence in portfolio construction and client outcomes

Requirements

What You’ll Need to Succeed 

• Experience: 4 years as an equity analyst, with broad industry knowledge preferred (sector specialists also welcome)  
• Analytical Skills: Ability to understand complex industry dynamics and evaluate competitive moats 
• Technical Expertise: Proficiency in research platforms such as FactSet, and strong skills in financial modeling and statement analysis 
• Credentials: CFA preferred, or currently pursuing the designation 
• Communication: Strong written and verbal communication skills, especially when translating complex investment concepts into clear insights 
• Team Orientation: A collaborative mindset and a passion for mentoring and knowledge-sharing 

Comprehensive Benefits 

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.  

This includes a comprehensive suite of: 

• Medical, Dental, and Vision Insurance 
• Life & Disability Insurance 
• Paid Time Off (PTO) 
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution  
• Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones 
• Opportunities for professional growth and development 
• Summer hours 

We are committed to providing an environment where you can thrive and achieve your full potential. 

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.