Investment Research Analyst

Our client is seeking an Investment Research Analyst to join their wealth management team. This role is ideal for someone who thrives in a collaborative environment and is eager to leverage research tools and portfolio analytics to support client investment decisions. This is a fully remote position.

• Conduct in-depth research and analysis of investment opportunities across asset classes
• Utilize Morningstar Direct, Zephyr, and other portfolio analytics tools to support investment decisions
• Prepare reports, presentations, and recommendations for clients and internal teams
• Collaborate with portfolio managers and wealth advisors to provide actionable insights
• Monitor market trends, economic indicators, and investment performance to inform strategy

• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• CFA, CAIA, or progress toward certification preferred
• At least 3 years of experience in wealth management or investment research
• Strong proficiency in Excel and portfolio analytics tools
• Experience with Morningstar Direct and Zephyr
• Excellent communication, presentation, and client-facing skills

Right Click is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship or any other characteristic protected by law.