LeafHouse specializes in creating investment solutions for retirement plans including investment fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, automatic rollovers, and enterprise technology solutions.
Job Description:
Join our dynamic team as an Investment Analyst, where you'll play a pivotal role in shaping the future of retirement investing. In addition to conducting investment manager due diligence and generating proposal reports, you'll also be responsible for maintaining and improving our proprietary statistical models. This role is in person at our office in Austin, TX.
Responsibilities:
Conduct investment manager due diligence, evaluating potential investment opportunities and providing comprehensive reports to the Investment Committee
Generate proposal reports and analysis crucial for servicing existing clients and supporting our sales team in business development efforts
Collaborate with internal teams to ensure accurate and timely delivery of investment recommendations and client deliverables
Communicate effectively with external partners, including retirement plan advisors, to gather necessary information and provide support as needed
Present investment recommendations and findings to the Investment Committee, contributing to strategic decision-making processes
Maintain and improve proprietary statistical models used for investment analysis and decision-making
Utilize Microsoft Office applications proficiently to create insightful presentations and reports
Demonstrate basic proficiency in computer programming languages such as Python, with the potential for testing during the interview process
Requirements:
Bachelor’s degree in economics, finance, accounting, or computer science
0-3 years of experience in financial services, preferably with exposure to retirement plans
CFA Level I candidate at minimum
Series 66 or 65 FINRA License
Excellent communication skills, with the ability to effectively engage with external partners
Internal motivation and a proactive approach to problem-solving
Mastery of Microsoft Office applications
Benefits:
401(k) Available with company match
Most medical, dental, and vision health coverage policiesavailable for employees are covered by the company
Most medical, dental, and vision health coverage policiesavailable for family and spouses are 50% covered by the company
Generous paid time off policy
Salary Range:
Starting at $60,000 annually, based on experience and other candidate-specific criteria
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Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Internet Publishing
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