Senior Analyst - Mutual Fund

We are seeking an experienced investment professional to join our team.

About the role

Evaluate, recommend, and monitor investment solutions across asset classes, including equity strategies. Conduct investment due diligence and ongoing oversight across a range of vehicles, including ETFs, mutual funds, and separately managed accounts (SMAs). Translate complex investment analysis into clear, actionable recommendations and insights for stakeholders. Communicate portfolio implications, investment rationale, and market developments to support informed decision-making. Partner with stakeholders across the firm to align investment solutions with client and business objectives. Mentor and support team members by sharing expertise and promoting a culture of collaboration and continuous learning. Contribute to the enhancement of investment processes, frameworks, and solution offerings through market insights and performance analysis.

Responsibilities

• Evaluate, recommend, and monitor investment solutions across asset classes, including equity strategies
• Conduct investment due diligence and ongoing oversight across a range of vehicles, including ETFs, mutual funds, and separately managed accounts (SMAs)
• Translate complex investment analysis into clear, actionable recommendations and insights for stakeholders
• Communicate portfolio implications, investment rationale, and market developments to support informed decision-making
• Partner with stakeholders across the firm to align investment solutions with client and business objectives
• Mentor and support team members by sharing expertise and promoting a culture of collaboration and continuous learning
• Contribute to the enhancement of investment processes, frameworks, and solution offerings through market insights and performance analysis

Requirements

• Bachelor's degree in a relevant or complementary field to investment manager due diligence
• 5+ years of industry experience preferred
• Series 7 and Series 66 licenses required in accordance with department policy or obtained within established department timelines
• CFA designation required in accordance with department policy

Qualifications

• Must live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations

Skills

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work collaboratively and mentor others
• Knowledge of investment management principles and practices

Benefits

• Medical and prescription drug coverage
• Dental and vision coverage
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability coverage
• Basic life and basic AD&D coverage
• 401(k) retirement plan
• Tax-advantaged accounts: health savings account and flexible spending account
• 10 paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• Sick time, personal days, and a paid day for volunteerism
• Opportunities for bonuses and profit sharing
• Employee Assistance Program

Pay

Compensation provided for using, not obtaining, the rating.

Schedule

Associates are expected to work in the office four days per week.