At Cetera, we need analytical thinkers who are passionate about financial markets, investment research, and data-driven decision making. The Investment Research Analyst will support portfolio construction, asset allocation, and investment strategy development through a combination of traditional investment research, quantitative analysis, and data insights. This role partners closely with portfolio managers and investment professionals to deliver actionable recommendations that support client outcomes and firm objectives.
What You Will Do
- Conduct qualitative and quantitative research on macroeconomic trends, asset classes, investment products, and market developments.
- Analyze investment opportunities and provide insights that support portfolio construction and asset allocation decisions.
- Build and maintain financial models to evaluate investment strategies, risk factors, and return characteristics.
- Partner with portfolio managers and investment teams to develop research-driven recommendations.
- Automate data collection, validation, and reporting processes to improve efficiency and data accuracy.
- Develop reports, presentations, and data visualizations to communicate findings to internal stakeholders.
- Monitor financial markets, economic indicators, and industry trends to identify emerging opportunities and risks.
- Stay current on advancements in investment research, financial technology, and data analytics tools.
What You Need to Have
- Bachelor’s degree in finance, Economics, Data Science, Mathematics, Statistics, or a related field.
- Experience in performing financial analysis, investment research, or quantitative analysis.
- Knowledge of investment concepts, portfolio theory, asset allocation, and capital markets.
- Strong analytical, problem-solving, and critical-thinking skills.
- Excellent written and verbal communication skills with the ability to present complex information clearly.
- Prior experience within an RIA, asset management firm, wealth management organization, or financial analytics environment preferred.
The base annual salary range for this role is $92,000-$110,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid
Skills Required
- Bachelor's or master's degree in finance, economics, data science, or a related field
- Experience with financial modeling, data visualization, and statistical analysis
- Familiarity with investment concepts, portfolio theory, and asset allocation
- Excellent communication skills and ability to translate complex data into actionable insights
- Prior experience in an RIA, asset management, or financial analytics environment
Cetera Financial Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cetera Financial Group and has not been reviewed or approved by Cetera Financial Group.
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Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, vision, mental‑health support, and optional pet insurance. Feedback suggests the breadth of coverage is a relative strength.
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Leave & Time Off Breadth — Time off includes a sizable PTO allotment with paid holidays, a dedicated wellness day, and a paid volunteer day. Feedback suggests the time‑off package exceeds basic employer offerings.
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Retirement Support — Retirement support includes a 401(k) with company match and access to one‑on‑one financial planning. Feedback suggests the retirement program can be competitive, though specifics may depend on role or plan.
Cetera Financial Group Insights
What We Do
Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services
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