Investment Analyst - Twickenham Advisors
2 days ago
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OnsiteFull-timeMid
Summary
Hightower Advisors is seeking an Investment Analyst to join their team in Huntsville, AL. The role involves managing technology relationships, executing trades, analyzing portfolios, and performing due diligence on investment opportunities.
About the Role
As an Investment Analyst, you will serve a dual role operationally and analytically. You will manage existing technology relationships with vendors, evaluate new technology alternatives, and improve operational processes. Additionally, you will execute trades in client accounts, analyze current portfolios, draft Investment Policy Statements, and perform due diligence on potential investments. You will report to the Director of Investments.
About You
Required:
- Bachelor's Degree or higher in Finance or related degree.
- 3-5 years of investment experience.
- Series 7 and 66 licenses are a requirement.
- Proficient in Microsoft Office (Excel, Word, PowerPoint, and Outlook).
Preferred:
- CFA, CIMA or other industry specific designations preferred but not required.
- Experience with SQL, Python or VBA.
- Experience with Fidelity, Schwab, Tamarac, and Envestnet trading platforms.
Benefits
- Medical, Dental, and Vision Insurance
- 401k Matching Plan
- Paid Parental Leave
- Flexible PTO Plan
Hightower Advisors
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.
Huntsville, AL