Investment Research Analyst

Do you love making a difference in a professional financial services environment? Do you enjoy having a variety of responsibilities that take advantage of all your skills? Do you thrive in a collaborative environment? If so - we want to talk to you! 

Prestigious Dallas wealth management firm seeks an organized and experienced Investment Analyst to join our established and nationally respected team. We are a small firm making a big impact, and this new position will be instrumental in achieving our future growth goals. We offer competitive pay, a convenient location, growth potential, and insurance/retirement benefits.

The Investment Analyst position combines due diligence, research, asset allocation, portfolio/risk management, and private equity expertise to build and implement investment strategies and policies.

Primary Responsibilities:

  • Performing due diligence on direct investment opportunities and SMA providers
  • Building, implementing, and monitoring portfolios and risk management strategies
  • Analyzing the quantitative and qualitative aspects of asset class dynamics, investment strategies, and management firms
  • Building and maintaining relationships within the investment community, including third-party asset managers and industry contacts.
  • Evaluating private capital investment strategies
  • Evaluating ESG and DEI opportunities for clients that prefer to focus on those areas.
  • Supporting relationship managers in preparing for client meetings and implementing recommendations; participating in client meetings as requested.
  • Developing the firm’s asset allocation, portfolio construction, risk management, and public/private market decision-making processes supported by relevant and maintainable indicators
  • Producing updated capital market expectations
  • Monitoring the current macroeconomic environment, near-term trends, and asset class metrics including fundamentals, valuation, and liquidity factors; publishing resulting macroeconomic updates.
  • Conducting quarterly reviews of investment performance
  • Creating internal investment communications and client-friendly investment-related publications and blog/social media posts


  • At least 7 years of relevant experience in investment and portfolio research, with a relevant industry network.
  • Display excellent organizational, analytical, critical thinking, communication, and social skills,
  • Demonstrate a strong work ethic, intellectual curiosity and emotional maturity.
  • Proficiency with Microsoft Office suite (with an emphasis on Excel.)
  • CIMA and/or CFA designation - at least 2 parts of CFA completed
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