Investment Analyst - Private Wealth Management

Description

Meeder is seeking a highly motivated investment professional with a strong work ethic to work with our firm’s Private Wealth team. Our Private Wealth team serves financial advisors around the country, serving as the portfolio manager for their high-net-worth clients. The candidate will work closely with portfolio managers on all aspects of investment strategy, portfolio construction, and wealth management responsibilities, gaining valuable experience about the firm’s holistic approach with clients. We envision this role as having rapidly growing direct client responsibilities.

Primary Responsibilities:

• Assist in the monitoring and portfolio management of $2B in assets
• Quantitatively trade accounts based on client specific parameters
• Assist in the analysis and trade recommendations of asset allocation and risk management strategies including investment selection, monitoring and termination
• Conduct independent capital markets research and communication for internal/external use
• Assist in the development of internal and external investment research and presentations
• Monitor the performance and risk of current portfolios and investment funds
• Perform investment due diligence and analysis on mutual funds, ETFs, and investment products; recommend addition/termination of asset managers based on investment knowledge
• Analyze and create investment proposals for high-net-worth portfolios; monitor portfolios based on investment policy statements including tax budgets and risk management
• Assist portfolio managers in research on capital markets and asset allocation
  
  

Critical Success Factors:

• Team player with strong quantitative, analytical, and organizational skills.
• Willingness to learn and expand knowledge base through continuing education.
• Detail oriented; Strong oral and written communication skills
• Team player who is committed, dedicated, and confident.
• Reliable and timely, with solid problem-solving skills.
• Professional and accountable with a high degree of integrity.
  
  

Req Number INV-25-00005

Position Requirements

Skills/Qualifications:

• Bachelor’s degree with a major in business, accounting, or finance preferred.
• 0-3 years professional work experience required.
• Active progress or interest in pursuing CFA charter preferred.
• Proficient with Microsoft Excel and advanced spreadsheet functions
• Preference for beginner knowledge of financial markets, Bloomberg, and Morningstar
  
  

About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

• Assets Under Advisement consist of $58.4 billion of regulatory assets under management by Meeder Investment Management's registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation as of December 31, 2023.
  
  

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).