Investment Analyst - Hybrid Position

Diversified, LLC is seeking an Investment Analyst for a hybrid role based in Wayne, PA. The candidate will assist in investment research, engage with the Investment Team, and manage client connections. Ideal applicants will have experience in wealth management, strong communication skills, and a desire for growth. The position offers a salary of $50,000 to $70,000 with benefits including health insurance and paid time off.
Diversified, LLC, a leading Financial Planning and Registered Investment Advisory (RIA) firm based in Wilmington, DE, with additional offices around the country, is seeking a Financial Services professional for part of the firm’s Investment Team.

The candidate must be an accountable, self-reliant team member who is comfortable both working independently and with a collaborative Investment Team. This person must handle a variety of tasks simultaneously, have first-class communication skills, be highly detail-oriented and have diligent follow-through.

The perfect candidate is interested in a long-term position with upside in a fast-growing company with a family-oriented environment. This position is based out of the Wayne, Pennsylvania office, and requires two to three days in the office.

Responsibilities will include:
• Assisting CIO and analysts in research projects for firm investment strategies. This will include both independent and collaborative investment and asset allocation research for existing and new portfolios.
• Learning internal investment research technologies and outside resources to monitor existing portfolios. Example outputs are portfolio returns, risk-related statistics, and security attribution.
• A strong desire to grow in investment management and willingness to learn Diversified’s philosophy and process.
• Attending, participating in, and keeping diligent notes of the monthly Investment Committee meeting and weekly team meeting.
• Monitoring, prioritizing, and responding to inbound requests and questions from financial planning teams on investment-related items.
• Building investment reviews and commentary for prospective client financial plan meetings.
• Assisting lead trader in executing portfolio trades, strategy implementation, and rebalancing.
• Overseeing client connections to our held-away asset technology and communicating with planning teams when issues arise.
• A commitment to self-improvement, a desire to progress, and willingness to take on more responsibility over time.

Position Requirements:
• Experience in the wealth management or asset management industry. Some examples are a RIA, Broker Dealer, Bank, Fund Company, and Insurance Company.
• World-class organizational and communication skills.
• World-class time management and operational efficiency skills.
• Bachelor’s Degree.
• Progress towards, or a desire to pursue, an industry designation such as CFA, MBA, CIMA, and CAIA.

Job Type: Full Time

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid parental leave
• Paid time off

Schedule:
• Monday to Friday

Work Location: Hybrid remote in Wayne, PA 19087