Investment Analyst, Investment Strategy Group

Job Description

Job Description

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

Choreo is seeking a detail-oriented, analytical, and intellectually curious individual to join our Investment Strategy Group as an Analyst. Reporting to the Chief Investment Officer, this role will support the development and communication of the firm's investment outlook, portfolio strategy, asset allocation guidance, and macroeconomic insights. The Analyst will work closely with senior investment professionals and advisors and contribute to both client-facing and internal investment initiatives.

Primary Responsibilities :

Research & Analysis :

• Research macroeconomic data, financial markets, and asset class performance to support investment strategy decisions.
• Monitor market trends, policy developments, and geopolitical events to assess potential investment impacts.
• Manage due diligence recordkeeping for the firm's approved list funds and managers.

Portfolio Strategy & Asset Allocation :

Reporting & Communication :

Basic Qualifications :

Employee Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer :

​​ Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.