Investment Analyst
Location: Chicago, Hybrid
About Halo:
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors.
Named by Fast Company among Top 10 Most Innovative FinTech Companies, Halo is the first independent, multi-issuer platform for defined outcome investing. Halo Investing gives financial intermediaries, wealth managers and RIA’s access to structured notes, annuities and other protective investment solutions. At Halo, we’ve balanced growth with a strong company culture to create a uniquely motivated, dynamic, and proactive team where we value collaboration, communication, and passion!
About the Role:
We’re looking for an Investment Analyst to join our growing Investment Solutions team. This is a hybrid role that blends quantitative modeling, product development, and collaboration and communication with multiple Halo teams.
This is a great opportunity for someone who enjoys working across technical and strategic domains.
Internal Strategy & Product Work:
- Contribute to ongoing development of Aura, Halo’s financial simulation/modeling tool, including updates to capital market assumptions, simulation logic, debugging, and inquiries from internal and external stakeholders
- Support projects involving retirement distribution modeling and sequence-of-returns analysis, building out simulations that can support thought leadership, allowing us to quickly and accurately create analytically-driven content
- Assist in designing presentations for CIO-level investment discussions and roadmap planning
- Work with leadership on ad-hoc requests, including data analysis/reporting, custom investment models, and competitive research for product positioning
- Provide comparative analysis of SMAs and alternative products. Update and refine capital market assumptions and simulation inputs
Client-Facing Support:
- Support portfolio analysis and investment product development, particularly structured notes and alternative investments
- Prepare custom client proposals and presentations, including scenario modeling and research into retirement distributions, sequence-of-returns risk, and portfolio optimization
- Participate in client-facing sales calls and assist in responding to client requests
- Conduct competitive analysis of investment strategies, SMAs, and custom portfolios
Qualifications:
- Bachelor's degree in Finance, Economics, Engineering, Computer Science, Math, or related field
- Proficiency in analytical programming language
- Strong Excel skills and familiarity with financial modeling, including tables, graphs and charts
- Experience building or working with investment simulations/backtesters
- Ability to communicate quantitative findings clearly and visually to non-technical stakeholders
- Comfortable with some “grunt work” — data input, QA testing, etc. — as part of a lean team
- Curious, self-motivated, and highly detail-oriented
- Familiarity with structured products or a willingness to learn quickly
- Familiarity with AI tools (e.g., LLMs, Excel add-ins, or automation platforms) is a plus
Benefits and Compensation:
Get ready for an incredible opportunity with a company that values and rewards its employees. We offer a competitive package of great benefits that will make your work life both fulfilling and enjoyable.
- Work with a great team in an exciting work environment
- Opportunities for continued professional growth
- Competitive compensation package: Annual base salary of $60,000 to $80,000.
- Comprehensive benefits including medical, dental, vision insurance, life & disability, etc.
- Multiple voluntary benefits: identity protection, pet insurance, accident insurance and more!
- Flexible PTO policy
- 401k program to help build wealth for the future
- Paid parental leave to bond with your new addition
- Chicago-based employees have access to a company-paid, on-site gym, happy hours, and ad-hoc outings and activities like sports teams, volunteer events and more!
Halo values Diversity and Inclusion. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to disability or special need when applying for a role or during our recruitment process, please contact us at: [email protected].
Top Skills
What the Team is Saying
What We Do
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes and annuities – offered by leading global financial institutions.
Why Work With Us
Joining Halo presents the opportunity to generate a significant impact on the growth of the company and the lives of investors globally. We are a group of visionary leaders with a track record of success. We want to change the world and stand by the phrase "impact before profit."
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Halo Investing Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Halo values both in-person collaboration and flexibility to work from home. At our Chicago office, we offer employees a hybrid work environment, with three days in the office and two days remote
