What are the responsibilities and job description for the Investment Analyst position at Capital Investment Advisors?
We are looking to add a driven, data-minded Investment Analyst to our Atlanta office. This individual will support the daily output of investment research and insights which equips our Investment Advisors with tools and resources to better service their clients.
Responsibilities
- Support the Investment Team in micro and macro investment research
- Conduct trades daily
- Support the rebalancing of our investment models
- Produce commentary for the Capital Investment Advisors Daily Market Update
- Assist in preparation of Investment Committee presentations such as building models and charts and informing market research talking points
- Assist senior advisors with client portfolio management
- Maintain our intranet with updated insight data for advisors
Qualifications & Skills
- 0-2 years of experience in Investment Analysis or relevant undergraduate coursework
- Bachelor’s degree preferably in related business field such as Finance, Economics, or MIS
- Have Series 65 or be willing to obtain it in the first year
- Excellent communication, presentation, and interpersonal skills
- Exposure to tools and technology related to investing, financial planning, and portfolio analysis, preferred (ex. Bloomberg, Black Diamond, Schwab, Fidelity)
Capital Investment Advisors would like to thank all applicants, however, only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state, or local law.