About Us. At Desla Wealth Management, we developed specific investment strategies that we believe best serves our clients. Founded on a commitment to trust, transparency and accountability, we aim to transform financial futures. Join our team and play a key role in our mission to deliver strategic investment solutions. Role Overview. We are seeking a highly motivated Investment Research Analyst to support our portfolio management and investment d...
Position Title: Investment Research Analyst and Portfolio Manager Department: Research and Investments. Reports To: Chief Operating Officer Status: Full-time/Salaried. Position Summary. The Investment Analyst is responsible for reviews on the accounts assigned and any research associated with those accounts. This position conducts research and analyzes trends and information to provide recommendations to the Investment Policy Committee (IPC). Dut...
Parcion Private Wealth is looking for a dynamic team member to help our firm execute its promise to help clients reach their goals and aspirations. We are seeking an experienced Investment Research Analyst to join our firm, working directly with the Director of Investment Management and CIO. Our ideal candidate is a highly motivated team player that exemplifies our firm’s Core Values of Integrity, Dedication, Teamwork, Impact and Opportunity. Th...
How you will spend your time. The successful. Investment Research Analyst. will include a wide variety of investment-related activities including serving as an Investment Team Coordinator, supporting in-depth fund manager diligence, investment monitoring, pipeline management, quarterly reporting for both conventional investments and impact and sustainable investments, and. The position will also assist with the development of our proprietary capi...
