Hightower · 12 hours ago
Junior Research Analyst - Farr Miller & Washington
1020 19th St NW, Washington, DC 20036, USA
Full-time
Hybrid
Entry Level
$100K/yr - $120K/yr
1+ years expHightower is a wealth management firm that provides investment, financial and retirement planning services. The Junior Research Analyst will support the wealth management and portfolio management teams by conducting investment research, analyzing market trends, and assisting with portfolio construction and client reporting.
FurnitureManufacturingRetailWholesale
No H1B
Responsibilities
Fundamental research on individual securities including equities, fixed income, and alternative investments
Analyze company financial statements, earnings reports, and industry trends
Monitor portfolio holdings and provide regular updates on material news, performance, and market developments
Help develop investment theses and drafting internal research reports
Track and analyze market trends, economic indicators, and sector performance
Support portfolio managers with data gathering, analysis, and trade execution preparation
Assist with portfolio rebalancing, tax‑loss harvesting analysis, and capital gains management
Maintain and update investment models, screening tools, and research dashboards
Help evaluate new investment strategies and opportunities
Participate in investment committee meetings and contribute research insights
Prepare client‑ready investment commentary and performance reports
Help create quarterly investment presentations and market updates
Help develop client proposals and investment policy statements
Maintain and update research databases and investment documentation
Collaborate with operations to ensure accurate portfolio data and reporting
Assist with CRM data entry and maintenance related to investment activities
Support implementation and enhancement of research and portfolio management technology
Participate in continuous improvement projects for research processes
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, or a related field
1–2 years of experience in investment research, financial analysis, or a related role
Strong proficiency in Microsoft Excel, including financial modeling and data analysis
Experience with financial statements and valuation methodologies
CFA Level I candidate or completion of CFA Level I exam (exceptions could be made for proper candidate)
Experience with Bloomberg Terminal, FactSet, Morningstar, or similar research platforms
Familiarity with portfolio management software and CRM systems. (Salesforce, Tamarac)
Understanding of tax-efficient investing strategies
Previous internship or work experience at an RIA, investment firm, or financial institution
Excellent written and verbal communication skills
Effective organizational and time‑management skills
Ability to work independently while contributing within a collaborative team environment
Series 65 license or willingness to obtain within 60–90 days of hire
Benefits
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Company
Hightower
Hightower is a manufacturer and supplier of furniture and furnishing products for the technology, education, and hospitality sectors.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jenna Geigerman
President / COO
Natalie Hartkopf
Chairman/Co-Owner
Recent News
2025-06-02
2025-05-17
2025-05-17
Company data provided by crunchbase