Investment Analyst

Investment Analyst

Location : Chicago Hybrid

About Halo :

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago with employees worldwide were on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors.

Named by Fast Company among Top 10 Most Innovative FinTech Companies Halo is the first independent multi-issuer platform for defined outcome investing. Halo Investing gives financial intermediaries wealth managers and RIAs access to structured notes annuities and other protective investment solutions. At Halo weve balanced growth with a strong company culture to create a uniquely motivated dynamic and proactive team where we value collaboration communication and passion!

About the Role :

Were looking for an Investment Analyst to join our growing Investment Solutions team. This is a hybrid role that blends quantitative modeling product development and collaboration and communication with multiple Halo teams.

This is a great opportunity for someone who enjoys working across technical and strategic domains.

Internal Strategy & Product Work :

• Contribute to ongoing development of Aura Halos financial simulation / modeling tool including updates to capital market assumptions simulation logic debugging and inquiries from internal and external stakeholders
• Support projects involving retirement distribution modeling and sequence-of-returns analysis building out simulations that can support thought leadership allowing us to quickly and accurately create analytically-driven content
• Assist in designing presentations for CIO-level investment discussions and roadmap planning
• Work with leadership on ad-hoc requests including data analysis / reporting custom investment models and competitive research for product positioning
• Provide comparative analysis of SMAs and alternative products. Update and refine capital market assumptions and simulation inputs

Client-Facing Support :

Qualifications :

Benefits and Compensation :

Get ready for an incredible opportunity with a company that values and rewards its employees. We offer a competitive package of great benefits that will make your work life both fulfilling and enjoyable.

Halo values Diversity and Inclusion. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color sex sexual orientation national origin disability status protected veteran status or any other characteristics protected by federal state or local laws regulations or ordinances. If you need assistance or accommodation due to disability or special need when applying for a role or during our recruitment process please contact us at :

Required Experience :

IC

Key Skills

Close Protection,Accounting And Auditing,C#,Agriculture,Civil Project Management,Import & Export

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 60000 - 80000