Investment Analyst | Hybrid

LHH Recruitment Solutions (pka Parker+Lynch) is working with a well-established privately owned investment management company looking for a Sr. Analyst. This role is open due to growth and a retirement and will report to the head of investments for the firm. This role will have great room for growth and will be joining a tenured team with the ability to give great support. Ideally, this person has their level 1 CFA and comes from some type of investment managementfinancial services firm.Responsibilities:Asset Allocation and Diversification RecommendationBroad Market Observation and ResearchInvestment Due DiligenceStrategy Reviews and CreationFinancial Adviser DiscussionsStock, Mutual Fund, and ETF Investment ResearchCompliance ReviewsHitting Reporting DeadlinesRequirements:Bachelor's degree in finance or related business degree2+ years' financial analyst experienceCFA level 1 or higherSoftware experience with Excel and a research platform like BloombergBenefits:Hybrid WFHDiscretionary flat annual and % bonusesHealth, vision, dental insuranceTuitioneducationconference reimbursement401(k) with great company matchGym and ChildcareIf you are interested in this job or other Accounting and Finance career opportunities from LHH Recruitment Solutions (pka Parker + Lynch), please email Kyle Cheverko at , or visit our website at Opportunity EmployerVeteransDisabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit The Company will consider qualified applicants with arrest and conviction records.

Created: 2025-02-21