Wealth Client Investment Analytics Specialist

What you’d do

Provide investment analysis and recommendations to Financial Advisors and clients, focusing on portfolio construction and implementation strategies. Analyze allocation, sequencing, tax-aware execution, and present findings with due diligence documentation. Full time. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• 2+ years investment research or portfolio analysis experience
• Ability to perform performance attribution and risk evaluation
• Experience with tax aware execution and rebalancing
• Strong judgment in investment analysis and recommendations