Senior Investment Research Analyst
Job details
Company Description Optimize Wealth Management is a premier financial advisory firm that provides personalized financial solutions and advice to help clients achieve their financial goals. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning. We pride ourselves on our entirely holistic approach, providing a fully integrated advisory relationship for clients, which ensure everyone succeeds and prospers together. Role Description We are seeking a highly skilled and experienced Senior Investment Research Analyst to join our dynamic team. The Senior Investment Research Analyst will play a key role in supporting portfolio risk monitoring, analysis, and reporting across all asset classes, as well as effectively communicating complex financial insights and strategies. Key Responsibilities
- Lead investment strategy and performance presentations to our clients, advisors, and wealth planners
- Create and present comprehensive investment research reports
- Conduct detailed fundamental and technical analysis on equities, fixed income, alternative investments, and other asset classes.
- Analyze macroeconomic trends, industry dynamics, and company-specific data to identify investment opportunities.
- Stay abreast of market developments, geopolitical risks, and regulatory changes.
- Bachelor’s degree in Finance, Economics, Accounting, or a related field (Master’s or CFA designation preferred).
- 10+ years of experience in investment research, equity analysis, or a related role.
- Strong leadership and communication skills, with the ability to convey complex ideas to both clients and internal teams.
- Proven track record of generating successful investment ideas and recommendations.
- Excellent analytical and problem-solving skills, with a forward-thinking mindset.
- A competitive salary
- Work in a rapidly growing, dynamic, and high-performing company within the downtown financial district
- Comprehensive Benefits
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