Investment Research Analyst

Investment Research Analyst

HBKS Wealth Advisors (HBKS) is an independent personal financial planning and wealth management firm with approximately $7 billion in assets under management. HBKS is investing in resources and technology to ensure long-term growth, and we continue to seek capable, dedicated professionals in all aspects of financial services.

SUMMARY

HBKS is hiring an Investment Research Analyst, who will report to the firm's Chief Investment Officer and support the firm's asset management function as a member of the Asset Management Group (AMG). The Investment Research Analyst's primary role will be to assist in the management of HBKS model portfolios. This will include analysis and recommendation of investment opportunities. The Investment Research Analyst will also assist in the management of in-house investment products, which require familiarity with various options strategies.

The Investment Research Analyst will also work with HBKS offices to assist them in the management of HBKS client households which are invested in the HBKS model strategies to maintain adherence to the appropriate asset allocation. This will include the trading and rebalancing of clients' accounts. In this capacity, the Investment Research Analyst will utilize excel spreadsheets and the Orion Eclipse trading and rebalancing software.

QUALIFICATIONS

• Bachelor's degree in Finance, Economics, or Accounting.
• 2+ years of investment research experience
• Passed at least Level 1 of the Chartered Financial Analyst (CFA) Program

RESPONSIBILITIES

BENEFITS WE OFFER :

HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.