Investment Research Analyst

Job title: Investment Research Analyst

Company: Cambridge Investment Research

Job description: Job Description:OverviewAbout Us:Cambridge Investment Research, Inc. stands as one of the nation’s premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.At Cambridge, we don’t just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.Job Summary:Are you an investment professional or recent graduate with a keen eye for detail and a passion for the financial industry? We are seeking a dynamic Research & Due Diligence Analyst to join our team and drive excellence in our due diligence practices. If you thrive in a fast-paced environment and are committed to maintaining the highest standards, this role is for you!As our Research & Due Diligence Analyst, you will play a critical role in our investment product and manager analysis, ensuring that our offerings meet the company’s rigorous standards and objectives. You will be crucial in contributing investment insights to the firm’s research process, documenting and reporting due diligence findings, coordinating meetings with senior management, and communicating with investment product companies to address any concerns.Join us and be part of a team that values integrity, collaboration, and continuous improvement. Together, we can achieve excellence in due diligence and drive our company’s success.Why Join Us:

• Innovative Culture: Be part of a forward-thinking company that values creativity and innovation.
• Career Growth: Opportunities for professional development and career advancement.
• Comprehensive Benefits: Competitive salary, health insurance, retirement plans, and other employee benefits

Essential DutiesIn this role, you will:

• Analyze and Appraise: Conduct thorough evaluations of a wide range of investment products and managers, ensuring third-party service providers meet our standards from an investment and operational perspective and document and report findings.
• Collaborate on research efforts: Develop investment insights through ongoing discussions with managers, help in the development of tools to monitor managers, market insights and statistics, and draft due diligence and research materials.
• Contribute to Market Commentary: Contribute to our market commentary with insightful market updates that are timely and aligned with our research efforts and outlook.
• Support Meeting Preparation: Prepare and occasionally present materials in support of weekly due diligence meetings with senior management, discussing potential and existing products and evaluating their investment merits, processes and controls on a go-forward basis.
• Provide Exceptional Service: Deliver top-tier customer service to internal stakeholders, tracking open issues and ensuring timely resolution.
• Stay Informed: Maintain up-to-date knowledge of industry best practices and regulations.
• Conduct Analysis: Support analysis of alternative investment products and other strategies, ensuring investment process aligns with objectives and ensuring accuracy and reliability.
• Provide support on several ad hoc investment and client related projects.

Education & ExperienceThe ideal candidate would possess an intermediate level of experience, typically around 5+ years of experience in due diligence, investment product analysis or a related field within the financial industry.Certificates & LicensesThis job requires obtaining FINRA Series 7, 24, and 66 licenses within the first 6 months of employment in order to complete job responsibilities.Progress towards a designation such as CFA, CAIA, FRM, or CIPM preferred.
Preferred SkillsCompensation: 67,000 – $97,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

You can find more details about our comprehensive benefits package

Expected salary: $67000 – 97000 per year

Location: Phoenix, AZ

Job date: Wed, 26 Feb 2025 03:02:28 GMT

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