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Job Details

Investment Research Analyst

Job Summary

  • Company: Brightworth
  • Location: Atlanta, Georgia (Atlanta)
  • Job Type: Full-Time
  • Education Level: Bachelor's (BA/BS)
  • Career Level: middle
  • Years of Experience: 5-10 years

Job Description

Dynamic, fee-only, Buckhead wealth management firm seeks an experienced investment research analyst to research investment managers and asset classes and communicate our investment strategy. This position reports to the Chief Investment Officer.

Applicants for this position should have strong qualitative and quantitative analytical skills and a thorough understanding of asset classes and the investment markets. Experience researching investment managers and asset classes is highly preferable. Experience using Morningstar Direct is a plus. The position will require some travel, perhaps several trips per year. Candidates should be a CFA Charterholder or be working towards becoming a CFA Charterholder, having passed Levels 1 and 2.

The position involves monitoring current investment managers, researching new investment managers, researching asset classes, and a variety of other research projects. The position also includes reviewing client accounts and creating transition plans.

The candidate should possess strong written and verbal communication skills. Responsibilities include writing manager/asset class reports, economic/market commentary, special investment topic articles, and meeting/call notes. The position also involves discussing our investment philosophy and strategy, our outlook for the markets, and the performance of our portfolios and managers with advisors, other members of the firm, and clients. There is no cold calling or other sales requirements with this role.

Candidates should be team players with a good attitude, a strong work ethic, and a willingness to grow and learn. Candidates should be thorough, organized, and detailed. This position is located at our office in Buckhead in Atlanta, GA.


Requirements
•A passion and thorough understanding of the investment markets
•CFA Charterholder or candidate who has passed the first 2 levels of the CFA
•5 -10 years of experience
•Bachelor’s Degree or higher
•Intellectual curiosity and a desire to be a lifelong learner
•Outstanding qualitative and quantitative analytical skills. (Candidates may be given an analytical assignment as part of the interview process)
•Good written and verbal communication skills. (Candidates may be given a writing assignment as part of the interview process)
•Strong computer skills. (Candidates may be given a computer assignment as part of the interview process)
•Team player with a good attitude, a strong work ethic, and a willingness to learn (Candidates may be given personality tests as part of the interview process)
•Thorough, organized and detailed
•Ability to work in a fast-paced environment


Email resumes to: careers@brightworth.com

Candidates interested in applying to this role should e-mail careers@brightworth.com.

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