Share Email Opening Apply Now Title Investment Research Analyst  EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.   Description *This is a full-time, onsite position based in Reading, Pennsylvania. *Candidates must have experience in investment analysis within a broker-dealer environment or through direct work with a broker-dealer. Position Summary: The Research Analyst is focused on portfolio management and trading operations. This involves portfolio implementation, order generation, rebalancing activities to ensure all client accounts maintain proper asset allocation, and addressing non-trade related portfolio management requests. Additionally, the Research Analyst will participate in numerous operational functions covering many aspects of wealth management for individuals and families. Essential Roles and Responsibilities: Prepare forecasts of economic and industry conditions for use in investment decisions. Performs ongoing due diligence on investment manager portfolios, businesses, and operations. Utilizing software and programs for advisor and client-account servicing. Work in a fast-pace, in-the-office, environment where collaboration with co-workers is essential, along with the ability to prioritize tasks and deliver results. Conduct fundamental research both independently and collaboratively with the broader team on individual securities and investment themes primarily in public markets. Daily and Monthly Responsibilities: Market and Economic Research: Conduct macro-research on the economy and key trends impacting financial markets. Analyze industry sectors and fundamental drivers to identify investment opportunities and risks. Proactively develop and articulate recommendations for new investment ideas; be prepared to debate ideas and demonstrate the ability to have a flexible mindset should facts change Apply analytical skills to review investment managers against peers, benchmarks and existing investment offerings to contextualize diligence findings Financial Analysis and Modeling:   Build and maintain valuation models. Analyze economic data and industry reports to assess the financial health and performance of companies. Assist in evaluating investment managers in both traditional and alternative investment classes. Provide guidance on model selection. Process client service requests, model trading. Conduct portfolio performance analysis, including use of Factset, and Morningstar and/or other in-house and third-party analytical tools. Report Generation and Communication:   Generate detailed research reports and investment theses for equities, bonds, and other asset classes. Present findings and recommendations to portfolio managers, traders, sales teams, and clients. Create due diligence memos / updates and present recommendations to leadership and/or financial advisors. Portfolio and Client Support:   Assist in the preparation of diversified customer portfolios and asset allocation strategies. Develop investment opportunities for various wealth management products. Answer inbound client calls to investment department. Utilize common analytical frameworks and develop unique analyses to assess funds in terms of organization, investment strategy, performance, current portfolio positions, and other key attributes. Implementation of investment accounts for new clients. Maintain existing accounts through rebalancing and trade requests. Support clients through advisement support, addressing service requests, tax analysis, and performance requests. Process Improvement:   Identify and recommend improvements to research and analytical processes. Maintain a necessary databases / systems and ensure timely updates on market developments. Contribute to the overall team’s macro views and positioning Stakeholder Engagement:   Collaborate with internal teams to support trading, sales, and marketing activities. Work with Business Development to provide sales and marketing to advisor clients. Service advisors through active communication with them and their teams and admins. Support the financial Advisor Service team by taking responsibility for complex client issues. Help senior team members in developing house opinions on equity, fixed income, multi-asset, and alternative managers and markets through ongoing qualitative and quantitative research and analysis. Perform ad-hoc investment research projects as needed. Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work.   Position Requirements Essential Qualifications: Education Bachelor’s degree in Finance, Economics, Statistics or a related field required. CFA, CMT, CIMA, and/or CFP preferred. Series 7 and Series 65 preferred. Experience 3 years of progressive research analysis within the financial services industry experience required. 5+ years of progressive research analysis within the financial services industry experience preferred. Experience with financial modeling, statistical analysis, and valuation techniques. Working Conditions: Physical Demands Requires vision, speech, and hearing and a low level of physical activity to include sitting, standing, walking, lifting and carrying as required. Environmental factors Primarily Indoors; office-setting.   Location HQ- Reading   Full-Time/Part-Time Full-Time   This position is currently accepting applications. 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