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Investment Research Analyst (Finance)

Boston, MA, US • Posted 5 hours ago • Updated 5 hours ago

Full Time

On-site

Cetera Financial Group, Inc.

Fitment

Dice Job Match Score™

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Job Details

Skills

Research
Data Analysis
Decision-making
Quantitative Research
Analytical Skill
Dashboard
Programming Languages
Data Collection
Reporting
Collaboration
Emerging Technologies
Economics
Data Science
Python
R
SQL
MATLAB
Financial Modeling
Data Visualization
Statistics
Communication
RIA
Asset Management
Finance
Analytics

Summary

Job Description

We are seeking a highly analytical and technically skilled individual to join our investment team. This role blends traditional investment research with modern data analysis and coding capabilities to support portfolio construction, asset allocation, and investment decision-making.

What you will do:

Conduct qualitative and quantitative research on macroeconomic trends, asset classes, and investment strategies.
Develop and maintain analytical tools and dashboards using Python, R, or other relevant programming languages.
Automate data collection, cleaning, and reporting processes to improve efficiency and accuracy.
Collaborate with portfolio managers to generate insights that inform investment decisions.
Back test strategies and build models to evaluate risk and return characteristics.
Present findings in clear, actionable formats for internal stakeholders and clients.
Stay current on financial markets, investment products, and emerging technologies in data science and finance.

What you need to have:

Bachelor's or master's degree in finance, Economics, Data Science, or a related field.
Strong programming skills (Python preferred; R, SQL, or MATLAB a plus).
Experience with financial modeling, data visualization, and statistical analysis.
Familiarity with investment concepts, portfolio theory, and asset allocation.
Excellent communication skills and ability to translate complex data into actionable insights.
Prior experience in an RIA, asset management, or financial analytics environment is a plus.

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: 6600
Posted 5 hours 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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