Investment Analyst

Job Summary

Key Deliverables and Responsibilities

• Track, evaluate, and perform due diligence for our investment advisory offerings across Liquid Markets (Equities and Fixed Income), Structured Products, and Alternatives.
• Prepare ad hoc and ongoing investment analysis to be shared with colleagues and in weekly investment team meetings.
• Prepare investment memos, investment analysis, and general market update materials in conjunction with the investment team.
• Collect, validate, and maintain financial data from multiple sources.
• Work closely with our client solutions, investment product, and performance teams to improve processes.
• Support financial modeling and scenario analysis for team projects and financial requests from senior management.
• Be involved with special teamwide projects as needed.

Bachelor’s degree in Finance, Economics, Business, or related field. 2+ years of experience in investment analysis, performance reporting/analysis or similar. FINRA Series 7 license preferred. Demonstrated understanding of investment products and capital markets. Excellent analytical, problem-solving, and communication skills.

Preferred Qualifications

• Proficiency with Microsoft’s suite of products; familiarity with data analytics tools preferred.

Location: Phoenix, AZ or Fairfield, IA – Hybrid in-office 3x/week

Pay

Salary Range: $75,000 - 85,000/year

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.

Company Overview

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make. Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service. Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. For further information about Cambridge, please visit https://www.joincambridge.com/.