Investment Analyst

Job Summary

Key Deliverables and Responsibilities

Bachelor’s Degree and Experience

Preferred Qualifications

Location and Schedule

Pay Range

Benefits

Company Overview

• Investment Analysis

  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.

• Investment Presentation and Writing

  Prepare investment memos, investment analysis, and general market update materials in conjunction with the investment team.

• Data Management

  Collect, validate, and maintain financial data from multiple sources.

• Collaboration

  Work closely with our client solutions, investment product, and performance teams to improve processes. May be asked to support our structured product efforts from time to time including working in our SIMON platform.

• Governance

  Ensure adherence to regulatory requirements and internal policies in all reporting and analysis.

• Forecasting & Modeling

  Support financial modeling and scenario analysis for team projects and financial requests from senior management.

• Special Projects

  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.

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 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/.