Investment Research Analyst

Dallas, TX, US • Posted 30+ days ago • Updated 6 hours ago
Full Time
On-site
USD $92,000.00 - 110,000.00 per year
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Job Details

Skills

  • Decision-making
  • Strategy Development
  • Quantitative Research
  • Data Collection
  • Reporting
  • Presentations
  • Financial Technology
  • Data Analysis
  • Economics
  • Data Science
  • Mathematics
  • Statistics
  • Financial Analysis
  • Research
  • Quantitative Analysis
  • Capital Market
  • Analytical Skill
  • Conflict Resolution
  • Problem Solving
  • Critical Thinking
  • Communication
  • RIA
  • Asset Management
  • Wealth Management
  • Finance
  • Analytics

Summary

Job Description

At Cetera, we need analytical thinkers who are passionate about financial markets, investment research, and data-driven decision making. The Investment Research Analyst will support portfolio construction, asset allocation, and investment strategy development through a combination of traditional investment research, quantitative analysis, and data insights. This role partners closely with portfolio managers and investment professionals to deliver actionable recommendations that support client outcomes and firm objectives.

What You Will Do

  • Conduct qualitative and quantitative research on macroeconomic trends, asset classes, investment products, and market developments.
  • Analyze investment opportunities and provide insights that support portfolio construction and asset allocation decisions.
  • Build and maintain financial models to evaluate investment strategies, risk factors, and return characteristics.
  • Partner with portfolio managers and investment teams to develop research-driven recommendations.
  • Automate data collection, validation, and reporting processes to improve efficiency and data accuracy.
  • Develop reports, presentations, and data visualizations to communicate findings to internal stakeholders.
  • Monitor financial markets, economic indicators, and industry trends to identify emerging opportunities and risks.
  • Stay current on advancements in investment research, financial technology, and data analytics tools.

What You Need to Have

  • Bachelor's degree in finance, Economics, Data Science, Mathematics, Statistics, or a related field.
  • Experience in performing financial analysis, investment research, or quantitative analysis.
  • Knowledge of investment concepts, portfolio theory, asset allocation, and capital markets.
  • Strong analytical, problem-solving, and critical-thinking skills.
  • Excellent written and verbal communication skills with the ability to present complex information clearly.
  • Prior experience within an RIA, asset management firm, wealth management organization, or financial analytics environment preferred.

The base annual salary range for this role is $92,000-$110,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: RTX1a6d2c
  • Position Id: 6601
  • Posted 30+ days ago

Company Info

About Cetera Financial Group, Inc.

Advancing What's Next

Cetera Financial Group, Inc. is transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

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