Investment Analyst

About the Role

The Investment Analyst is an entry-level role designed for early-career professionals. This position is an integral part of multiple client teams supporting institutional and private wealth clients. Analysts will work under close supervision, receive comprehensive training, and progressively take on responsibility as skills develop. Success in the first year is defined by strong analytical execution, contribution to the team, responsiveness, and demonstrated growth. The Investment Analyst will report to the Director of Analysts and is a full-time position in the Atlanta, GA office.

Key Responsibilities

• Collaborate with Consultants and Senior Consultants to provide support in various client-specific analytical activities.
• Prepare performance reports and exhibits.
• Support manager searches and analyses.
• Assist with Investment Committee materials.
• Contribute to internal research projects.
• Participate in the firm's investment research process across traditional and alternative asset classes, including public equities, fixed income, hedge funds, private capital, and real estate.
• Meet with investment managers.
• Assist with investment manager due diligence.
• Prepare and document manager meetings.
• Summarize key findings.
• Contribute to the firm's ongoing evaluation and monitoring of investment strategies.

Requirements & Tech Stack

• Strong academic credentials, preferring candidates with a Bachelor’s degree in Finance or Economics with a keen interest in the capital markets.
• An exceptional work ethic.
• Strong analytical, writing, and communication skills.
• A highly motivated individual, who is a self-starter, able to work independently, receptive to feedback, and willing to learn.
• Well-organized and efficient, with the ability to manage deadline-driven work and shifting priorities.
• Strong attention to detail.
• A positive, “can do” attitude.
• The role does not require any travel.

Qualifications

• Analysts are expected to pursue the CFA designation, with firm-sponsored support.
• Analysts are expected to pursue the CAIA designation as their role and responsibilities evolve.

What We Offer

• Opportunity to add value early while building skills through training and mentorship.
• Exposure to all asset classes with direct investment manager engagement.
• Analysts work collaboratively within project teams, with support, review, and mentorship from experienced consultants.
• Comprehensive training program.
• The firm encourages continuing education and internal advancement.
• Stimulating work with opportunities to learn about all asset classes and develop superior client service skills.
• A flat organizational structure offers increased access to experienced Senior Leadership and mentorship opportunities.
• A fun work environment that fosters and requires collaboration and teamwork.
• Competitive pay and benefits, which could include matching 401(k) contributions, profit sharing, health/vision/dental insurance plans, discretionary bonuses, and paid time off.
• Social and community volunteer opportunities.