Note: The job is a remote job and is open to candidates in USA. RightClick is seeking an Investment Research Analyst to join their wealth management team. This role involves conducting in-depth research and analysis of investment opportunities and collaborating with portfolio managers to provide actionable insights for client investment decisions.

Responsibilities

• Conduct in-depth research and analysis of investment opportunities across asset classes
• Utilize Morningstar Direct, Zephyr, and other portfolio analytics tools to support investment decisions
• Prepare reports, presentations, and recommendations for clients and internal teams
• Collaborate with portfolio managers and wealth advisors to provide actionable insights
• Monitor market trends, economic indicators, and investment performance to inform strategy

Skills

• Bachelor's degree in Finance, Economics, Accounting, or a related field
• At least 3 years of experience in wealth management or investment research
• Strong proficiency in Excel and portfolio analytics tools
• Excellent communication, presentation, and client-facing skills
• CFA, CAIA, or progress toward certification preferred
• Experience with Morningstar Direct and Zephyr

Benefits

• This is a fully remote position.

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