Research Analyst

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