Note: The job is a remote job and is open to candidates in USA. RightClick is seeking an Investment Research Analyst to join their wealth management team. This role involves conducting in-depth research and analysis of investment opportunities and collaborating with portfolio managers to provide actionable insights for client investment decisions.
Responsibilities
- Conduct in-depth research and analysis of investment opportunities across asset classes
- Utilize Morningstar Direct, Zephyr, and other portfolio analytics tools to support investment decisions
- Prepare reports, presentations, and recommendations for clients and internal teams
- Collaborate with portfolio managers and wealth advisors to provide actionable insights
- Monitor market trends, economic indicators, and investment performance to inform strategy
Skills
- Bachelor's degree in Finance, Economics, Accounting, or a related field
- At least 3 years of experience in wealth management or investment research
- Strong proficiency in Excel and portfolio analytics tools
- Excellent communication, presentation, and client-facing skills
- CFA, CAIA, or progress toward certification preferred
- Experience with Morningstar Direct and Zephyr
Benefits
- This is a fully remote position.
Company Overview
At RightClick, we believe growth happens at the intersection of people and technology. It was founded in 2010, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is https://www.findtherightclick.com.