Job Description
Job DescriptionSalary: 135000-150000
AboutUs
PioneerFinancialistheleadingprivateclientgrouppartneringdirectlywithNorthwesternMutual.Fortwodecades,PioneerFinancialhasbeendedicatedtotransformingthefinancialfuturesofourclientsthroughapersonalizedandholisticapproach.Oursteadfastcommitmentensuresthatweconsistentlydeliverexceptionalfinancialplanningservices.Overtheyears,PioneerFinancialhasflourished,nowembracingasecondgenerationoffinancialplanningprofessionals.Thisgrowthnotonlypreservesourenduringlegacybutalsoguaranteesthatclientsandtheirfamilieswillalwayshaveaccesstopremierfinancialguidanceandsupport.
PositionSummary
TheInvestmentResearchAnalystwilldirectlysupporttheHeadofInvestmentStrategyacrossthefullinvestmentplatform.Theanalystwillhelpsupportthebuildout,management,andongoingevolutionofthefirmsinvestmentstrategies,includingCore,Satellite,andotherportfolioinitiativesastheydevelop.Responsibilitieswillincludefundamentalandquantitativeresearch,sectorandthematicanalysis,singlestockandsecurityresearch,thirdpartmanagerduediligence,portfoliomonitoring,performanceandattributionanalysis,andsupportforthedevelopmentofnewinvestmentsleevesandimplementationframeworks.
CoreResponsibilities
InvestmentResearch&DueDiligence
Conductfundamentalandquantitativeresearchtosupportinvestmentdecisionsacrossthefirmsbroaderplatform,includingCoreportfolios,Satellitestrategies,andfutureinvestmentinitiatives.
Performdetailedduediligenceonmutualfunds,ETFs,individualequities,bonds,alternativestrategies,andotherrelevantinvestmentopportunities.
Evaluateexistingandprospectiveinvestmentsbasedonperformance,risk,fees,managerquality,valuation,portfoliofit,andrelativeattractivenessversusavailablealternatives.
Supportideageneration,investmentcasedevelopment,andongoingresearchacrossbothdiversifiedportfolioholdingsandmoretargetedstrategysleeves.
Helptranslatemarketviews,researchconclusions,andportfolioanalysisintoactionableinvestmentrecommendationsandimplementationconsiderations.
Assistinpreparinginternalinvestmentmaterials,client-facingcommentary,portfolioupdates,andothercommunicationsrelatedtomarketviewsandinvestmentstrategy.
Connectresearch,portfolioconstruction,marketviews,andimplementationacrossCoreportfolios,Satellitestrategies,andotherfirm-levelinvestmentinitiatives.
Modeling,Analytics&Documentation
Build,maintain,andupdateExcel-basedfinancialmodels,analyticaltools,andinvestmentframeworkstosupportresearch,diligence,portfolioanalysis,anddecision-making.
Analyzeinvestmentopportunitiesusingbothquantitativeandqualitativeinputs,includingperformancetrends,valuation,risk,cashflow,portfoliofit,andrelativeattractivenessversusalternatives.
Maintainandupdatedatabasesofcurrentandpotentialinvestmentsacrosstheplatform.
Documentresearchinputs,diligencefindings,investmentdecisions,andongoingmonitoringnotestoimproveprocessconsistency,transparency,andscalability.
PortfolioStrategy&Monitoring
Supporttheongoingreviewofclientportfoliostrategies,includingCoreportfolioandSatellitestrategies.
Performongoingportfoliomonitoring,risk-positionreviewsupport,performancetracking,andattributionanalysistoevaluateportfolioresults,keydrivers,exposures,andareasforimprovement.
Teamwork&Collaboration
Contributepositivelytoteamdynamics,culture,andthecontinueddevelopmentoftheinvestmentplatform.
CollaborateandcommunicateeffectivelywithteammembersacrossInvestmentStrategy,PortfolioManagement,InvestmentResearch,Planning,andotherareasofthefirm.
Beopentofeedbackandactivelyparticipateintraining,development,andprocess-improvementopportunities.
Supportandhelpexecutefirminitiativestothebestofyourabilities,includinginternalprojects,client-facingmaterials,investmentcommunications,andbroaderstrategicpriorities.
Qualifications
MustHave
Bachelor'sdegreeinrelevantfield
ExpertfinancialmodelingskillsusingExcelandproficientwithMicrosoftWordandPowerPoint
3-5Yearsofexperienceinthefinancialservicesindustry,withafocusoninvestmentresearchandanalysis
MusthaveorbewillingtoobtainSeries7licensewithin90daysofhire
FamiliaritywithfinancialsoftwaretoolssuchasBloombergorMorningstar
Preferred
Progress towards financial services designation such as CFA, CAIA, CIMA, or CFP