Investment Analyst
- Employer
- Spectrum Investment Advisors, Inc.
- Location
- Mequon, WI
- Salary
- Competitive salary and benefits including 401(k) & medical. Salary commensurate with experience.
- Closing date
- May 30, 2021
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- Job Function
- Investment Advisor/Consultant, Operations, Performance Analysis, Portfolio Management: Multi-Asset, Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder, Passed CIPM Principles, Passed CIPM Expert, CIPM Certificant
- Employment Type
- Full Time
- Education
- Bachelors
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Job Responsibilities and Duties (including but not limited to):
- Work closely with Chief Investment Officer to perform investment research for the construction of client portfolios
- Analyze economic and market trends and developments
- Evaluate performance and risk characteristics of client portfolios
- Construct portfolio modeling allocations
- Meet with investment professionals and asset management firm representatives for in-depth analysis of vendor products
- Create and present investment research reports to Spectrum’s investment committee
- Assist Relationship Managers in the analysis and monitoring of corporate clients’ retirement plan investment menus
- Maintain database of preferred investment alternatives for corporate retirement plan clients
- Lead and participate in employee communication efforts to corporate retirement clients via group presentations and individual meetings
- All other duties and project work as assigned
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