Investment Analyst

Columbia, Maryland (US)
Salary will be commensurate with experience
Sep 28, 2017
Oct 28, 2017
Employment Type
Full Time

Investment Analyst Position – FAI Wealth Management

Job Description

FAI Wealth Management has an opening for an Investment Analyst.  The position will report directly to the Chief Investment Officer and include the following functions:

Research possible investments including Mutual Funds, ETF’s and individual stocks.

Build and maintain excel spreadsheets used in the investment research and investment decision process.

Downloading and maintenance of company financial statements in Excel.

Monthly and quarterly update of portfolios in Excel and other software packages.

Quarterly written reviews of Mutual Fund holdings.

Provide support to Advisors and the Chief Investment Officer with ad hoc report requests from software programs such as FI360, Hidden Levers, Factset, Morningstar etc.

Organize and distribute all information for weekly, monthly and quarterly investment meetings.

Applicant Requirements:

Undergraduate degree in Accounting, Finance or Business

0-5 Years of work experience

Strong quantitative and computer skills

Strong Excel skills including statistics and macros

Able to meet hard deadlines

Accuracy of work a must

Strong ability to multitask

Solid understanding of equity and bond markets

Progress towards a CFA designation and/or MBA a plus

Please forward resume and salary requirements to

Applications without salary requirements or salary history will not be considered.



For 30 years, FAI Wealth Management, located in Columbia, MD, has been focused on combining strategic investment thinking with highly personalized financial planning.  FAI assists families impacted by significant financial events such as changing careers, preparing for the sale of a business, planning for retirement, facing divorce, the death of a spouse or stock option deadlines.  Our esteemed team of fee-only advisors has a combined 150+ years of experience in financial planning, investment analysis and wealth management. 

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