Jobs · Analyst · Texas

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.

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