Investment Analyst

Job Title: Financial Analyst

Industry: Wealth Management / Investment Advisory

Location (City, State): Los Angeles, CA

Compensation: $75 / hour

Benefits: This position is eligible for medical, dental, vision, and 401(k).

Work Schedule: Full-time

About Our Client:

Our client is a nationally established investment advisory firm specializing in serving ultra-high-net-worth individuals, multi-generational families, and foundations. This organization is known for its collaborative culture, sophisticated investment approach, and commitment to delivering customized portfolio solutions.

Job Description:

Our client is seeking a driven and analytical Financial Analyst to join their investment team. This role offers direct exposure to complex portfolio strategies and the opportunity to work closely with senior advisors on customized client solutions. It’s an ideal opportunity for a finance professional eager to deepen their expertise in portfolio analysis and investment research within a high-performing environment.

Key Responsibilities:

• Develop detailed financial models and assist in preparing tailored client-facing materials.
• Evaluate portfolio structures and contribute to allocation adjustments as needed.
• Compile performance reporting and conduct in-depth analysis on external investment managers.
• Perform research across various asset classes, including traditional and alternative strategies.
• Conduct quantitative risk assessments and scenario analyses to support portfolio decisions.
• Contribute to investment commentary, presentation materials, and business development support.
• Participate in broader research initiatives and cross-functional team projects.

Qualifications:

• Bachelor’s degree in Finance, Economics, Accounting, or a related discipline.
• Advanced proficiency in Microsoft Excel and PowerPoint; experience building financial models preferred.
• Solid understanding of capital markets, asset allocation, and portfolio construction principles.
• Strong written and verbal communication abilities.
• Highly detail-oriented with excellent organizational skills.
• Demonstrates professionalism, discretion, and the ability to manage competing priorities effectively.

Perks:

• Exposure to complex investment strategies and high-level portfolio management.
• Opportunity to collaborate directly with experienced investment professionals.
• Growth-focused environment with hands-on analytical experience.
• Comprehensive benefits package including health and dental coverage.