Aspiriant is a leading, independent, 100% employee-owned wealth management firm. The Research Analyst will be responsible for updating investment research, creating presentation materials, performing macroeconomic research, and collaborating with teams to deliver data-directed insights.
Responsibilities
- Update and continuously improve the library of investment research accessing third-party databases, including Bloomberg, Morningstar, FRED, etc
- Develop high-quality, professional investment presentation materials (PowerPoint, Excel, Word) used in client and firmwide communications
- Perform macroeconomic research and create visualizations for quarterly publications
- Collaborate across teams to deliver data-directed insights and scalable research
- Participate in due diligence and monitoring of investment strategies
- Leverage AI-enabled tools (including chatbots, application assistants, etc.) to improve quality, efficiency, and scalability of investment research and related workflows
- Consult with national advisor base on investment related topics and inquiries
- Other duties as assigned
Skills
- Proficiency in MS Office applications (Excel, PowerPoint and Word) as well as one or more investment databases (Bloomberg, Morningstar, FRED, etc.)
- Comfort using, evaluating, and learning AI-enabled tools to support research, analysis, and workflow efficiency, while exercising sound professional judgment
- Ability to work with, structure and interpret large amounts of economic and financial data while demonstrating excellent attention to detail
- Outstanding written and verbal communication skills. The Research Analyst will be expected to communicate to a wide range of constituents – internal management, colleagues, clients and asset managers
- Impeccable ethical standards and ability to maintain confidentiality
- Excellent personal and professional references
- A self-starter who takes ownership for their work
- Ability to manage multiple priorities while maintaining high standards of accuracy and thoughtful examinations
- Experience operating successfully in a team-based, rigorous environment. Ability to participate in and facilitate group meetings
- Zero to three years of experience in an investment management-related industry (asset management, investment banking, endowment, foundation, corporate/public pension fund, family office, wealth management). Exceptional undergraduate candidates will be considered as well
- Bachelor's Degree in economics, business or finance or related field
- Progress towards the CFA designation preferred
Benefits
- Collaborative work environment where together we achieve more
- Environment supportive to learning and growing your career
- Continuing education assistance program
- 401(k) with company match
- Bonus program
- Company contribution up to 95% for health insurance
- Hybrid work arrangement
Company Overview
Aspiriant is a leading, independent wealth management firm that specializes in investment management and wealth planning services. It was founded in 2008, and is headquartered in Los Angeles, California, USA, with a workforce of 201-500 employees. Its website is http://aspiriant.com.