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Investment Research Analyst

Cetera Financial Group

Cetera Financial Group is currently seeking an Investment Research Analyst. This is a unique opportunity to join our team to assist with investment management and market research across a broad array of asset classes and provide day-to-day operational support to our investment management team. The Investment Research Analyst role will help produce the team’s perspectives - and actionable recommendations. This role is hybrid, with two days working at one of our office locations: St Paul, MN; El Segundo, CA; Cleveland, OH.

What you will do:

  • Support the quantitative and manager research team with report/material production, database maintenance, and analysis
  • Assist in the creation and publishing of our group’s Capital Market Assumptions
  • Assist in performance reporting to generate composite performance for the team’s portfolios
  • Support the team’s quarterly advisor calls
  • Assist the team in managing the third-party research platform
  • Publish quarterly reports, analyses, presentations, and other research materials for advisors and their clients
  • Prepare reports, attend committee meetings, and work with senior analysts in gathering investment research.
  • Maintain menus and databases and serve as the first line of contact with advisors 
  • Respond to routine inquiries from portfolio managers 
  • Assist in other manager research and administrative activities as required 
  • Ensure timely creation and updates to all marketing support collateral and commentary
  • Measure collateral and commentary usage 
  • Manage our communications to our financial advisors including market commentaries, investment perspectives, and changes to our investment line-up
  • Learn, use, and support various financial products, software, and systems 
  • This is a great opportunity to learn the aspects of the investment research area of Cetera Financial Group and to develop a career path within the team

What you need to have:

  • Bachelor’s Degree
  • Attention to detail and organizational skills
  • Excellent written and verbal communication skills including the use of proper grammar and copy editing 
  • Ability to multi-task while staying on track with deadlines, field inquiries, and internal assignments
  • Knowledge of economic issues, financial markets, and investment products is strongly preferred
  • Proficient in Microsoft Office skills (Excel and PowerPoint)

What is nice to have:

  • Confident, self-motivated, and self-disciplined
  • Sound logic and reasoning with a demonstrable ability to ask the right questions and make informed decisions
  • The ability to see the bigger picture, distill information quickly, and identify performance-driving factors
  • Solutions-focused; Derives satisfaction from investigative analysis, solving problems, and guiding others
  • Results-oriented with a strong intellectual curiosity 

Compensations: 

The salary range for this role is $60,000 - $75,000, plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

#LI-Hybrid

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship
  • Easy access to mental health benefits to meet our team members and their families where they are
  • 20+ days of paid time off (PTO), paid holidays, and 2 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years
  • Paid parental leave to support all team members with birth, adoption, and foster
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more

About Cetera Financial Group:

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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Confirmed 18 hours ago. Posted 11 days ago.

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