LeafHouse® · 3 months ago
Investment Analyst
Austin, TX
Full-time
Onsite
New Grad, Entry Level
0+ years expLeafHouse is a technology company dedicated to developing investment solutions for the retirement plan industry. The Investment Analyst role is crucial in supporting the firm's mission by conducting market research, analyzing financial data, and evaluating investment opportunities to inform strategic decisions.
AdviceFinancial ServicesPersonal FinanceRetirement
Responsibilities
Conduct investment manager due diligence, evaluating potential investment opportunities and providing comprehensive reports to the Investment Committee
Generate proposal reports and analysis crucial for servicing existing clients and supporting our sales team in business development efforts
Collaborate with internal teams to ensure accurate and timely delivery of investment recommendations and client deliverables
Communicate effectively with external partners, including retirement plan advisors, to gather necessary information and provide support as needed
Present investment recommendations and findings to the Investment Committee, contributing to strategic decision-making processes
Maintain and improve proprietary statistical models used for investment analysis and decision-making
Utilize Microsoft Office applications proficiently to create insightful presentations and reports
Demonstrate basic proficiency in computer programming languages such as Python, with the potential for testing during the interview process
Qualification
Required
Bachelor's degree in economics, finance, accounting, or computer science
0-3 years of experience in financial services, preferably with exposure to retirement plans
CFA Level I candidate at minimum
Series 66 or 65 FINRA License
Excellent communication skills, with the ability to effectively engage with external partners
Internal motivation and a proactive approach to problem-solving
Mastery of Microsoft Office applications
Preferred
Basic proficiency in computer programming languages such as Python
Benefits
401(k) Available with company match
Most medical, dental, and vision health coverage policies available for employees are covered by the company
Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company
Generous paid time off policy
Company
LeafHouse®
A technology company that creates investment solutions for the banking, insurance, and retirement plan industries.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Todd Kading
President and Chief Executive Officer
Company data provided by crunchbase