Market Analyst - Full Time

Grand Rapids, Michigan (US)
This role offers plenty of opportunity for growth and offers a starting salary of $50,000
Feb 16, 2018
Mar 18, 2018
Employment Type
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.

Responsibilities include:

  • 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

About us

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.