Remote Otter LogoRemoteOtter

Associate Investment Analyst - Remote

Posted 2 days ago
Finance / Legal
Full Time
USA
$112,300 - $149,700/year

Overview

As an Associate Investment Analyst at Edelman Financial Engines, you will support the Chief Investment Strategist in creating economic and investment commentary for wealth clients, utilizing your skills in macroeconomics and data analysis.

In Short

  • Support the Chief Investment Strategist with economic and investment insights.
  • Build macroeconomic and investment analysis for wealth clients.
  • Create educational materials and presentations for clients and advisors.
  • Collaborate with Investment Management and Marketing teams.
  • Stay updated on macro and market events.
  • Utilize financial data tools like Bloomberg and Excel.
  • Demonstrate excellent communication and analytical skills.
  • Contribute to thought leadership in the investment industry.
  • Work in a collaborative, values-led culture.
  • Engage with clients to help them understand market dynamics.

Requirements

  • B.S. or B.A. in economics, finance, or related field.
  • 2+ years of experience in investment research or analysis.
  • Interest in macroeconomics and financial markets.
  • Experience with financial data tools.
  • Strong written and oral communication skills.

Benefits

  • Competitive salary based on experience.
  • Discretionary bonus eligibility.
  • Health, dental, and wellness plans.
  • 401(k) contributions.
  • Collaborative work environment.
Edelman Financial Engines logo

Edelman Financial Engines

Edelman Financial Engines (EFE) is a leading independent financial planning and investment advisory firm, dedicated to acting in the best interests of all clients since its founding in 1986. With a commitment to financial education as a fundamental right, EFE serves over 1.3 million clients and manages more than $300 billion in assets across 143+ offices nationwide. The firm combines advanced methodologies and proprietary technology with personalized service from dedicated financial planners, ensuring that every client's unique situation and goals are addressed. EFE is recognized for its innovative approach to financial planning, striving to challenge the status quo and empower individuals to achieve their financial aspirations.

Share This Job!

Save This Job!

Similar Jobs:

Monks

Associate Analyst, Search Investment - Remote

Monks

52 weeks ago

Join Monks as an Associate Analyst to optimize paid search marketing campaigns and drive client business growth.

USA
Full-time
Marketing
$60,000 - $65,000 USD/year

A.B.N

Investment Associate - Remote

Associated Bank, NA

30 weeks ago

Join Associated Bank as an Investment Associate to support trust portfolio management and ensure compliance while enhancing client communication.

USA
Full-time
Finance / Legal
20.13 - 34.50/hour

A.V

Investment Associate - Remote

Algebra Ventures

44 weeks ago

Join Algebra Ventures as an Investment Associate to lead investments in Morocco and the African region.

Morocco
Full-time
Finance / Legal
Wintermute logo

Investment Associate - Remote

Wintermute

73 weeks ago

Join Wintermute Ventures as an Investment Associate focusing on growth-stage technology and blockchain companies in Asia.

SG
Full-time
Finance / Legal
The Helper Bees logo

Investment Analyst - Remote

The Helper Bees

9 weeks ago

The Investment Analyst role involves driving execution on executive priorities and requires strong analytical skills and in-person collaboration in Austin, TX.

TX, USA
Full-time
Finance / Legal