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Investment Analyst

Jobot · Pasadena, CA · Wealth Management

Compensation

$90k – $110k /yr

Employment type

Contract

Work setting

On-site

Location

Pasadena, CA

Schedule

Day shift

Posted

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Job overview

The Investment Analyst role is an onsite position based in Pasadena, CA, with a salary range of $90,000 - $110,000 per year. This role supports a top wealth management firm dedicated to providing high-touch, client-centric financial solutions for families. The role exists to assist in the deployment of wealth through detailed analysis and disciplined financial strategies. The analyst will contribute to the team by producing accurate work, conducting research, and collaborating across departments to ensure client goals are met with precision and innovation.

What you'll do

  • Produce accurate financial work, conduct research, support wealth management strategies, and collaborate with team members.

What we're looking for

Skills & competencies
investment analyst
pasadena ca
contract
day shift
finance
wealth management
series 65
cfa track
$90k-$110k
jobot
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Competitive salary, inclusive work environment.

Why this role

CFA track support, Series 65 focus, client-centric mission.

About the employer

Jobot is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
13-2051.00
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