Description
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary of the Role
We are seeking an Investment Analyst to join our Wealth Management team. This is an excellent opportunity for an analytical, intellectually curious professional who is passionate about investments and interested in building a long-term career focused on leading client portfolios.
The Investment Analyst will interact directly with advisors and investment professionals to support portfolio analysis, investment research, client meeting preparation, and ongoing portfolio management activities. The role will initially focus on developing a strong understanding of our investment approach and supporting senior team members, with the opportunity to grow into a more client-facing position and participate directly in investment conversations with clients.
Essential Duties and Responsibilities
Investment Analysis & Portfolio Support
- Conduct investigation and evaluation across a broad range of asset classes, investment strategies, funds, and managers.
- Assist with portfolio construction, asset allocation, rebalancing, and implementation activities.
- Supervise client portfolios, investment performance, allocations, and risk exposures.
- Analyze public and private investment opportunities and help translate research into actionable recommendations.
- Support investment due diligence and ongoing manager research.
- Research capital markets, economic developments, and investment trends that may impact client portfolios.
- Prepare investment analysis and recommendations for consultants and experienced investment professionals.
Advisor & Client Support
- Partner closely with advisors to prepare for client meetings from an investment perspective.
- Attend client meetings alongside advisors and senior portfolio management professionals.
- Gain investment-related action items from meetings and ensure timely follow-through.
- Prepare portfolio reports, investment materials, market commentary, and other information used in client discussions.
- Assist with client investment inquiries by researching questions and developing thoughtful responses.
- Build the knowledge and presentation skills necessary to gradually engage in direct financial discussions with clients.
- Develop an understanding of each client's objectives, risk tolerance, liquidity needs, tax considerations, and overall financial goals.
Research & Investment Recommendations
- Evaluate investment managers, funds, strategies, and other investment opportunities.
- Prepare portfolio recommendations, investment proposals, and due diligence materials.
- Synthesize complex investment information into clear insights for advisors, clients, and internal collaborators.
- Give research and analysis to broader investment discussions.
- Stay informed on financial markets, economic conditions, investment products, and industry developments.
Knowledge, Skills & Abilities
- Strong analytical and quantitative capabilities.
- Genuine interest in investments, capital markets, portfolio management, and wealth management.
- Understanding of fundamental investment concepts, including asset allocation, diversification, risk, and portfolio construction.
- Ability to interpret financial and investment data and communicate findings clearly.
- Strong written and verbal communication skills.
- Excellent attention to detail and interpersonal skills.
- Ability to lead multiple priorities and work optimally in a collaborative environment.
- Strong interpersonal skills with a curiosity about developing client-facing capabilities.
- Intellectual curiosity and a willingness to learn from seasoned investment experts.
- High level of integrity, judgment, and discretion when working with sensitive client information.
Education and Experience
- Bachelor's degree in Finance, Economics, Accounting, Business, or a similar area of study, with equivalent experience also accepted.
- 3-5 years of experience in wealth management, investment management, investment research, financial analysis, or a related field preferred.
- Experience conducting investment or securities research is a plus.
- Exposure to equities, fixed income, mutual funds, ETFs, alternative investments, or portfolio analytics is helpful.
- Interest in advancing professional credentials, including the Series 65, with a willingness to pursue additional certifications such as the Series 7 and 66, CFP, or CFA.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $85,000 to $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.