Job Description
Job DescriptionInvestment Analyst
Location: Chevy Chase, Maryland
We are seeking a highly analytical and driven Investment Analyst to join a growing RIA firm. This role is designed for someone who thrives in a client-focused investment environment, enjoys rigorous analysis, and wants direct exposure to portfolio construction and investment strategy within a fiduciary framework.
Working closely with the Chief Investment Officer, the Investment Analyst will play a critical role in supporting investment decisions across client portfolios. This position offers hands-on experience across asset allocation, manager due diligence, equity research, and portfolio analytics, with an emphasis on disciplined risk management and long-term client outcomes.
Key Responsibilities
Investment Research & Strategy
- Conduct fundamental research on public companies, asset classes, and investment strategies relevant to long-term wealth management portfolios.
- Support macroeconomic and capital market research used in asset allocation and portfolio positioning.
- Generate research insights that enhance portfolio construction and manager selection decisions.
Financial & Quantitative Analysis
- Build and maintain financial valuation models (DCF, comparables, precedent transactions) to support equity and investment analysis.
- Develop and maintain quantitative models for portfolio monitoring, risk analysis, and performance evaluation.
- Utilize Bloomberg BQL extensively and leverage Python (or R) to analyze datasets, automate workflows, and enhance investment reporting and monitoring.
Portfolio Management Support
- Assist with portfolio rebalancing, implementation, and monitoring across client accounts.
- Analyze portfolio performance, attribution, risk exposures, and consistency with investment policy objectives.
- Identify opportunities to improve portfolio efficiency, diversification, and risk-adjusted returns.
Manager Research & Due Diligence
- Support due diligence and ongoing monitoring of third-party investment managers and strategies.
- Analyze performance, risk metrics, and qualitative factors across asset classes.
Client & Advisor Support
- Contribute to quarterly investment outlooks, client communications, and investment commentary.
- Help translate complex investment concepts into clear, client-friendly materials for advisors and clients.
- Provide analytical support to the advisory team on investment-related inquiries.
Trading & Investment Operations
- Provide analytical and execution support related to trading, portfolio transitions, and operational processes.
Collaboration & Professional Standards
- Collaborate closely with investment, advisory, and operations teams to support a unified client experience.
- Uphold the highest standards of professionalism, fiduciary responsibility, and regulatory compliance.
Qualifications
Education & Experience
- Bachelor’s degree in Finance, Economics, Mathematics, or a related field.
- 4–7+ years of experience in wealth management, investment management, or financial services.
- CFA® candidate or strong interest in pursuing the designation.
Technical & Analytical Skills
- Strong financial modeling and valuation experience.
- Demonstrated quantitative skills with the ability to work comfortably with complex data.
- Experience using Bloomberg BQL is required.
- Python experience is highly desired for data analysis, modeling, or automation (R acceptable).
- Advanced Excel skills; proficiency in PowerPoint for investment and client communications.
Investment Knowledge
- Solid understanding of financial markets, asset allocation, portfolio management, and performance attribution.
- Familiarity with a multi-asset, long-term, goals-based investment approach.
Personal Attributes
- Highly detail-oriented with strong time-management and multitasking abilities.
- Intellectual curiosity and a disciplined, analytical mindset.
- Self-motivated and accountable, with the ability to independently drive projects to completion.
- Strong written and verbal communication skills.
- Collaborative team player who thrives in a client-centric, high-standards environment.
Career Growth & Development
This role offers a clear growth path within a sophisticated wealth management investment team. The Investment Analyst will benefit from close mentorship, increasing responsibility, and exposure to portfolio strategy and client-facing investment discussions over time. The firm is committed to long-term development and values analytical excellence, thoughtful risk management, and continuous learning.