Investment Analyst

Job Title: Investment Analyst

Location: Primarily in-person with some remote flexibility

Job Summary

Our firm is seeking an Investment Analyst to oversee investment operations for clients of Fourth Dimension Wealth. This role involves executing trades in client accounts, reviewing research, and presenting investment proposals to clients. The ideal candidate would be a self-starter capable of working on projects independently. They would have a foundational experience in investment operations and a strong interest in pursuing relevant financial designations such as the CFA or CIMA.

Mission Statement

Our mission is to be the trusted leader in providing our partners with cutting-edge strategies to help their clients achieve their unique goals. We achieve this through the power of a diverse team with distinct skill sets.

Responsibilities

• Oversee and manage client investment accounts, ensuring accurate account maintenance and timely trade execution based on research
• Analyze and summarize research reports with the ability to communicate the message
• Build investment proposals for clients and present them in meetings
• Manage and maintain trading platforms, including Orion, Y-Charts, and Nitrogen
• Coordinate the use of investments into the private market 
• Collaborate with advisors to address client inquiries and provide exceptional client service

Qualifications

• Experience: 1-2 years in investment operations, trading, or a related field
• Education: Bachelor’s degree in Finance, Economics, or a related discipline
• Certifications: Interest to pursue financial designations such as CFA or CIMA preferred
• Technical Skills: Proficiency in Microsoft Excel, PowerPoint, and Word; familiarity with Orion, Y-Charts, and Nitrogen
• Interpersonal Skills: Strong communication skills, adaptable to both client-facing and back-office tasks

Success Metrics

• Achieving positive client outcomes through diligent account management and strategic investment approaches
• Supporting advisors with insights and proposals that align with client objectives
• Using technology effectively to enhance portfolio performance and trading efficiencies

Benefits

• 401(k) with Profit Sharing Contributions
• Health, Vision, and Dental Insurance
• Disability Coverage
• Paid Time Off and Paid Holiday
• Quarterly Bonus Potential