Hbks Wealth Advisors - Warrendale, PA
posted 4 months ago
HBKS Wealth Advisors is seeking a Junior Investment Research Analyst to join our Asset Management Group (AMG). This position is crucial for supporting the firm's asset management function and will report directly to the Chief Investment Officer. The Junior Investment Research Analyst will play a key role in conducting due diligence on investments that form the basis of our clients' portfolios. This includes collaborating with various HBKS offices to manage client households invested in our model strategies, ensuring adherence to the appropriate asset allocation. The role will involve trading and rebalancing clients' assets in off-platform accounts, as well as analyzing and recommending investment opportunities for HBKS client portfolios. The successful candidate will utilize Excel spreadsheets and the Tamarac trading and rebalancing software to perform these tasks effectively. In addition to the analytical responsibilities, the Junior Investment Research Analyst will support the decisions made by the Chief Investment Officer, Chief Operating Officer, and other firm principals. This position will also involve participation as a nonvoting member of the Firm's Investment Policy Committee (IPC). The analyst will be expected to establish and maintain positive relationships with all firm advisors and co-workers, assist in generating investment ideas, monitor model portfolios and investment managers, and prepare reports to evaluate investment program performance against benchmarks and market trends. A high degree of technical and professional competence is required, including familiarity with Excel, Morningstar Direct, and portfolio rebalancing software. The analyst will also serve as a resource on investment trading issues for all Financial Advisors and will be responsible for maintaining strict confidentiality of all client and firm business.