Investment Research Analyst

Job title:

Investment Research Analyst

Company

RedShift Recruiting

Job description

Job DescriptionJob ID#:4652Job Category:AnalystA well-established and growing investment advisory team located near Albany, NY is seeking a highly analytical Investment Research Analyst to support advisory services for defined contribution retirement plans, pension plans, and other institutional investment clients. This position plays a key role in delivering in-depth investment research, fund analysis, and performance reporting.Responsibilities of the Investment Research Analyst will include:

• Provide research and support for investment advisory services, primarily focused on defined contribution retirement plans and other institutional portfolios
• Collaborate with advisory and relationship management teams to deliver investment insights and portfolio recommendations
• Evaluate plan investment menus and assist in constructing fund lineups that align with client objectives
• Conduct investment due diligence, monitor fund performance, and support quarterly reviews
• Participate in fund manager meetings and assist senior leadership in investment decision-making
• Present investment performance results and recommendations to plan sponsors during quarterly and annual reviews
• Maintain and manage investment reporting tools and liaise with third-party software providers
• Produce market recaps, fund tracking updates, and investment commentary for internal and client use
• Assist with proposals and support the advisory team in sales presentations and RFP responses
• Help develop and maintain intellectual content on market trends and investment topics
• Stay current on stable value funds and broader investment landscape

Job RequirementsQualifications of the Investment Research Analyst:

• Bachelor’s degree in finance, economics, business, or related field
• Minimum 4 years of experience in investment research, retirement plan consulting, or financial services
• FINRA SIE, Series 7 and 66 (or Series 63 & 65) licenses required or obtainable within 6 months of hire
• NYS Life, Accident & Health Insurance License (or obtain within 6 months)
• Strong communication skills with confidence in presenting to groups and clients
• Excellent attention to detail, organization, and ability to meet deadlines in a fast-paced environment
• Comfortable working in both team-based and virtual environments
• Proficiency with Microsoft Office (Excel, PowerPoint, Outlook, Word)
• Willingness to travel approximately 10-20% across the northeastern U.S.

Pay for this position is commensurate with experience and education, ranging roughly from $90,000 – $95,000.To see a full listing of all our open positions, please visit:
https://www.redshiftrecruiting.com/jobs-hiring-near-meredShift Recruiting is the region’s premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.

Expected salary

$90000 per year

Location

Rensselaer, NY

Job date

Fri, 16 May 2025 05:14:45 GMT

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