Job Description

Job Overview

We are seeking a detail-oriented and analytical Investment Analyst to join our team. This role is responsible for supporting portfolio trading activities, performing investment due diligence and managing critical financial databases. The ideal candidate will have strong technical skills, an understanding of financial markets, and a keen eye for operational efficiencies.

The Investment Analyst will work closely with the Chief Investment Officer and Chief Operations Officer to ensure smooth trading and database management operations.

It is the expectation that this associate be an embodiment of the firm’s Core Values:  Do Right, Improve Everyday, Enjoy The Journey,  and  Be Thankful .

Responsibilities:

Portfolio Trading Support

• Facilitate trade execution, ensuring timely and accurate processing of trades.
• Collaborate with Chief Investment Officer and Wealth Managers to implement trade strategies efficiently.
• Maintain accurate records of trade activities and provide reporting to stakeholders.

Investment Analysis and Due Diligence

• Assist in performing due diligence on current and prospective investments and investment strategies
• Work directly with the Chief Investment Officer to produce research reports and presentations for use with the firm’s Investment Advisory Committee.

Database Management

• Maintain and update financial databases within Black Diamond and other related systems to ensure data integrity and accuracy.
• Troubleshoot database issues and implement solutions to enhance performance.

Other Duties as Assigned

Qualifications:

· Minimum of two (2) years in wealth management or a related field

· Progress toward the CFP or CFA designation preferred

Job Type: Full-Time

Salary: From $75,000

Reports To: Chief Investment Officer

Work Location: Sewickley, PA or Pittsburgh, PA

Benefits:

• Health, Vision, & Dental Insurance
• Employee assistance program (EAP)
• Paid Time Off (PTO)
• 401(k) Plan
• Maternity/Paternity Leave
• Short-Term Disability Insurance
• Life and Long-Term Disability Insurance (available for purchase)

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