Investment Analyst

Job Description

Job Description

We are seeking a highly analytical Portfolio Analyst to support portfolio management, investment research, and portfolio implementation activities within a growing wealth management environment.

Key Responsibilities:
• Analyze investment portfolios, performance, and asset allocation strategies
• Support portfolio rebalancing, trade implementation, and investment operations
• Conduct market, economic, and investment research
• Prepare performance reports and portfolio reviews
• Collaborate with advisors and clients to support investment planning and portfolio recommendations
• Monitor portfolio risks, trends, and opportunities
• Assist with quantitative analysis, financial modeling, and investment reporting

Qualifications:
• Bachelor's degree in Finance, Accounting, Economics, Business, or related field
• Experience in portfolio management support, investment operations, wealth management, or financial analysis
• Strong understanding of asset allocation, portfolio performance, and investment markets
• Advanced Excel skills required
• Experience with investment platforms such as Morningstar, Orion, Tamarac, Bloomberg, FactSet, or similar tools preferred
• Exposure to SQL, Power BI, Python, or financial modeling tools is a plus
• CFA designation or willingness to pursue the CFA program strongly preferred

Ideal candidates are detail-oriented, intellectually curious, and passionate about investments, financial markets, and long-term portfolio management.

Apply today to learn more!

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
- transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
verify.uscis.gov/web/media/resourcesContents/E - Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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Company Description

This company offers growth and a great group of people to work with.

Company Description

This company offers growth and a great group of people to work with.