Investment Research Analyst
Cetera Financial Group · Dallas, TX · 2 days ago
HybridAnalystFull-time
What Will You Do
- C Conduct qualitative and quantitative research on macroeconomic trends, asset classes, and investment strategies.
- C Develop and maintain analytical tools and dashboards using Python, R, or other relevant programming languages.
- C Automate data collection, cleaning, and reporting processes to improve efficiency and accuracy.
- C Collaborate with portfolio managers to generate insights that inform investment decisions.
- C Back test strategies and build models to evaluate risk and return characteristics.
- C Present findings in clear, actionable formats for internal stakeholders and clients.
What You Need To Have
- A Bachelor’s or master’s degree in finance, Economics, Data Science, or a related field.
- E Experience with financial modeling, data visualization, and statistical analysis.
- E Familiarity with investment concepts, portfolio theory, and asset allocation.
- E Excellent communication skills and ability to translate complex data into actionable insights.
- E Prior experience in an RIA, asset management, or financial analytics environment is a plus.