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Investment Analyst

Location: Chevy Chase, Maryland

We are seeking a highly analytical and driven Investment Analyst to join a growing RIA firm. This role is designed for someone who thrives in a client-focused investment environment, enjoys rigorous analysis, and wants direct exposure to portfolio construction and investment strategy within a fiduciary framework.

Working closely with the Chief Investment Officer, the Investment Analyst will play a critical role in supporting investment decisions across client portfolios. This position offers hands-on experience across asset allocation, manager due diligence, equity research, and portfolio analytics, with an emphasis on disciplined risk management and long-term client outcomes.

Key Responsibilities

Investment Research & Strategy

• Conduct fundamental research on public companies, asset classes, and investment strategies relevant to long-term wealth management portfolios.
• Support macroeconomic and capital market research used in asset allocation and portfolio positioning.
• Generate research insights that enhance portfolio construction and manager selection decisions.

Financial & Quantitative Analysis

• Build and maintain financial valuation models (DCF, comparables, precedent transactions) to support equity and investment analysis.
• Develop and maintain quantitative models for portfolio monitoring, risk analysis, and performance evaluation.
• Utilize Bloomberg BQL extensively and leverage Python (or R) to analyze datasets, automate workflows, and enhance investment reporting and monitoring.

Portfolio Management Support

• Assist with portfolio rebalancing, implementation, and monitoring across client accounts.
• Analyze portfolio performance, attribution, risk exposures, and consistency with investment policy objectives.
• Identify opportunities to improve portfolio efficiency, diversification, and risk-adjusted returns.

Manager Research & Due Diligence

• Support due diligence and ongoing monitoring of third-party investment managers and strategies.
• Analyze performance, risk metrics, and qualitative factors across asset classes.

Client & Advisor Support

• Contribute to quarterly investment outlooks, client communications, and investment commentary.
• Help translate complex investment concepts into clear, client-friendly materials for advisors and clients.
• Provide analytical support to the advisory team on investment-related inquiries.

Trading & Investment Operations

• Provide analytical and execution support related to trading, portfolio transitions, and operational processes.

Collaboration & Professional Standards

• Collaborate closely with investment, advisory, and operations teams to support a unified client experience.
• Uphold the highest standards of professionalism, fiduciary responsibility, and regulatory compliance.

Qualifications

Education & Experience

• Bachelor's degree in Finance, Economics, Mathematics, or a related field.
• 4-7+ years of experience in wealth management, investment management, or financial services.
• CFA® candidate or strong interest in pursuing the designation.

Technical & Analytical Skills

• Strong financial modeling and valuation experience.
• Demonstrated quantitative skills with the ability to work comfortably with complex data.
• Experience using Bloomberg BQL is required.
• Python experience is highly desired for data analysis, modeling, or automation (R acceptable).
• Advanced Excel skills; proficiency in PowerPoint for investment and client communications.

Investment Knowledge

• Solid understanding of financial markets, asset allocation, portfolio management, and performance attribution.
• Familiarity with a multi-asset, long-term, goals-based investment approach.

Personal Attributes

• Highly detail-oriented with strong time-management and multitasking abilities.
• Intellectual curiosity and a disciplined, analytical mindset.
• Self-motivated and accountable, with the ability to independently drive projects to completion.
• Strong written and verbal communication skills.
• Collaborative team player who thrives in a client-centric, high-standards environment.

Career Growth & Development

This role offers a clear growth path within a sophisticated wealth management investment team. The Investment Analyst will benefit from close mentorship, increasing responsibility, and exposure to portfolio strategy and client-facing investment discussions over time. The firm is committed to long-term development and values analytical excellence, thoughtful risk management, and continuous learning.