Investment Analyst

Our investment advisory firm, Full Sail Capital, seeks an investment analyst to join our team (or climb aboard our ship - we make a lot of nautical puns around here...)

The ideal candidate is detail-oriented, passionate about investment management, technology savvy
(particularly with Excel), and comfortable working in a fast-paced, entrepreneurial environment. Candidate will work directly with CIO.

Major Responsibilities:

Analysis and comprehension of investment portfolios. Understanding of the importance of asset allocation, and the role of equities, fixed income, and alternative assets to a private investor

Support Chief Investment Officer as needed - trade proposals, client report preparation, vendor management, etc

Help prepare monthly market update

Investment performance composite management

Portfolio software systems maintenance - classifying securities, creating reports, updating investment models

Required Qualifications:

Bachelor’s degree or MBA in finance, accounting or related field

Experience in financial services field a plus

Excellent interpersonal and communication skills

Desire to pursue CFA or CFP designation

Demonstrated team player

Strong organizational and time management skills

Ability to obtain Series 65 license

Strong project management skills

Bloomberg experience a plus

We offer a fast-paced but friendly and professional work environment. Compensation package includes 100% employer-paid health insurance, plus HSA contribution.
Interested candidates should send cover letter and resume only to: info@fullsailcapital.com

About Full Sail Capital

We are a fiduciary, fee-only Registered Investment Advisor based in Oklahoma City. As of March 2019, we manage more than $660 million in assets. Our mission is helping individuals and families manage and grow generational wealth.