Investment Analyst

The Legacy Foundation is a dynamic financial planning and wealth management firm dedicated to helping individuals and families build, grow, and preserve lasting wealth. We are seeking a driven and detail-oriented Investment Analyst to play a key role in shaping thoughtful investment portfolios for our clients.

In this role, you will contribute directly to portfolio construction across retirement and non-retirement assets, perform in-depth market research, and deliver actionable insights that influence client outcomes. Your work will help guide asset allocation decisions, enhance portfolio performance, and ensure investment strategies remain aligned with long-term financial goals.

This is an excellent opportunity for an investment professional who enjoys blending research, strategy, and client impact within a collaborative advisory environment.

The Legacy Foundation is a mission-driven firm committed to educating and empowering clients through thoughtful financial planning and exposure to Environmental, Social, and Governance (ESG) investing opportunities. Based in Charlottesville, Virginia, we specialize in serving university professionals while supporting clients nationwide.

Our team is passionate about building lasting, multigenerational relationships and delivering customized planning across all areas of wealth management. As a certified B Corporation™, we meet rigorous standards of social and environmental performance, transparency, and accountability — and proudly participate in a global movement using business as a force for good.

• Conduct comprehensive research and analysis on industries, markets, and economies to generate fundamental insights and actionable investment ideas.
• Monitor market developments and deliver data-driven perspectives on asset allocation, performance attribution, and portfolio risk exposure
• Oversee ongoing portfolio monitoring, including drift analysis and cash management needs, and recommend portfolio adjustments while executing required trades
• Contribute to the development of investment outlooks and thought leadership content for clients and the advisory team
• Support Annual Client Review meetings by preparing internal and client-facing materials and assisting with follow-up action items

• 2+ years of experience in the financial services industry; familiarity with retirement plans, IRAs, 529 plans, and non-retirement accounts is preferred
• Hands‑on experience in investment analysis, portfolio construction, or portfolio management; experience with Morningstar Direct a plus
• Solid understanding of asset allocation, market dynamics, and risk management principles
• Strong analytical skills with the ability to interpret complex financial data and trends
• Familiarity with platforms such as LPL Client Works, Fidelity Wealthscape, and/or Orion preferred
• Graduate degree in Finance, Economics, Accounting, or a related field preferred
• Strong written and verbal communication skills with a professional presence
• Excellent organizational and time‑management skills with the ability to prioritize tasks and meet deadlines
• Full‑time W‑2 position
• Competitive salary commensurate with experience
• Retirement program and healthcare benefits
• Mission‑driven culture with meaningful client impact
• Opportunities for professional development and credential advancement

• Interested candidates may apply by emailing a resume and cover letter to  with “Investment Analyst” in the subject line.