Market Analyst - Full Time
We believe in doing good—for our clients and partners, our employees, and our community. We strive to not only have a positive impact on our clients’ lives but also to be socially and environmentally conscious so that we can provide value to the world around us.
We’re looking for a talented market analyst to join our team. The ideal candidate would be interested in, and have a passion for, the financial markets and investing.
- Conduct research and analysis for various monthly, quarterly, and yearly research reports
- Update monthly performance reports and aggregate data
- Assist with weekly blog posts
- Prepare proposals and presentations for advisors
- Communicate with clients and advisors regarding market analysis
- Assist the head of the investment department with various other projects as needed:
- Streamline reports and processes
- Break down performance attributes of models and portfolios
- Customize Morningstar reports
Desired skills and qualities:
- 1+ years of experience in finance / investment industry
- Currently working toward CFA designation
- Strong knowledge of financial markets
- Tech-savvy (proficient with Microsoft Office, especially Excel, and Google Docs)
- Strong written and verbal communication skills
- Detail oriented and analytical mindset
- Outgoing with a fun, positive attitude
- A self-starter who works well with little oversight
- Ability to juggle multiple projects at once
- Bachelor's degree with a focus on finance, economics, or similar field
Would-be-nice, but not necessary:
- Familiar with Bloomberg Terminal and Morningstar Direct
FormulaFolio Investments, headquartered in Grand Rapids, MI, was ranked the 10th fastest-growing private company in America by Inc. 500 in 2017 and continues its explosive growth into 2018.
We offer premium, top-of-the-line benefits with paid vacation and a flexible work schedule. This role offers plenty of opportunity for growth and offers a starting salary of $50,000, but is dependent on skill and experience.
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