Senior Investment Analyst chez Cetera Financial Group Inc
Cetera Financial Group Inc · El Segundo, États-Unis d'Amérique · Hybrid
- Professional
- Bureau à El Segundo
The Senior Investment Analyst is responsible for assisting in managing the Cetera model portfolios. The analyst will be responsible for recommending and implementing portfolio changes and monitoring the portfolios performance and risk. This is a hybrid role in either El Segundo, CA or Dallas, TX office.
Core Responsibilities:
Assisting in the management if the model portfolios; monitoring risk and performance and satisfying regulatory requirements. Work with performance reporting auditors to ensure the composite performance meets industry standards and is accurate.
Complete attribution analyses to explain the performance of the model portfolios (against benchmarks and peers), looking at both security selection and asset allocation decisions.
Compile monthly and quarterly factsheets and performance reporting of model portfolios.
Review and suggest model updates to the investment committee, as needed on an ongoing basis.
Prepare and maintain portfolio performance composites.
Create and maintain capital market assumptions (CMAs) for firm’s financial planning software.
Create and maintain economic and market dashboards and chartbooks.
Support Chief Investment Officer and Chief Market Strategist with economic and market research for media interviews and outlooks.
Present to the home office and advisors, providing current updates on the models, market outlook and department resources.
Have a solid understanding of current market conditions, market outlook and developments. Author written marketing and educational collateral with periodic and ad hoc articles.
Respond to inquiries in the general research department inbox, providing assistance to advisors and home office employees.
Other duties as assigned.
Required Knowledge, Skills, and Abilities:
Knowledge of the investment and strategy process.
Ability to construct and administer model portfolios.
Advanced knowledge of investment-oriented databases (e.g., Morningstar Direct, Envestnet, Factset).
Ability to measure performance and risk of different asset classes and make recommendations.
Excellent written and verbal communication skills, strong presentation skills.
Strong Excel and PowerPoint skills.
Sound logic and reasoning with a demonstrable ability to ask the right questions and make informed decisions.
Must have the ability to work effectively independently, as well as in a team environment.
Knowledge of, and the ability to be, conversant about a wide range of investment management and financial market topics and concepts.
Desired Knowledge, Skills, and Abilities:
Ability to see the bigger picture, distill information quickly, and identify performance driving factors.
Solutions-focused; derives satisfaction from investigative analysis, solving problems and guiding others.
Results-oriented with strong intellectual curiosity.
Some experience in interacting directly with financial advisors, investment committees, and similar internal and external clients within a BD/RIA structure or similar investment firm is desirable.
Minimum Required Education & Experience:
- Bachelor's degree in finance, economics or a related field or equivalent.
- Minimum of 7 years of experience in investment consulting or a related field.
- CFA designation
Travel Requirements: Up to 10%
Compensation:
The base annual salary range for this role is $95,000 to $130,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid
Company
What we give you in return:
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
