Research Analyst - Remote

Overview

The Research Analyst role will be part of the Investment Management team and will report directly to the Chief Investment Officer at Apollon Wealth Management. This person will help enhance and support the Apollon investment platform, which includes proprietary strategies, 3rd party SMAs, direct indexing, alternative investments, and other solutions designed for high-net-worth clients.

In Short

• Monitor updates or changes to approved products.
• Collaborate on due diligence efforts for potential opportunities.
• Ensure product and marketing documentation is current and accurate.
• Support advisors by addressing inquiries regarding the investment platform.
• Conduct ongoing research to identify optimal share classes for funds.
• Assist in supporting investment and risk management committees.

Requirements

• Bachelor's degree.
• 3 – 5 years experience in financial services.
• Working towards CFA or other investment management designations.
• Strong communication skills.
• Strong Excel skills.
• Self-motivated.

Benefits

• Opportunity to work with high-net-worth clients.
• Engagement in diverse investment strategies.
• Collaboration with experienced investment professionals.