Sr. Equity Investment Analyst

About Wealth Enhancement Group

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for a Sr. Equity Investment Analyst to the managed equity portfolios by researching investment ideas and monitoring current investments. The Analyst will educate advisors and clients on the WEAS investment philosophy. (This is a remote opportunity.)

The salary target for this role is $100,000.00 - $110,000.00; this position is eligible for corporate bonus.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. 

Primary Job Functions

Conducts due diligence on current and prospective investments to determine if individual stocks meet expectations for inclusion in current portfolio.

• Schedule, track, and participate in due diligence of investments

• Perform bottom-up research on publicly traded companies for potential inclusion in managed strategies

• Listen to and document earnings calls and corporate announcements

• Model corporate fundamentals and develop return expectations

• Stay informed about market trends, opportunities, and risks

Contributes to the construction and management of portfolios

• Analyze risks, exposures, and expected return to help PM make portfolio changes

• Manage risks at individual security and portfolio levels in line with strategy tolerances

Provides investment information to advisory teams so they can deliver relevant information to clients and prospects

• Answer FA and client questions regarding portfolios and market events

• Produce tools that assist with client retention and acquisition (e.g., outside portfolio reviews, Morningstar model summaries)

• Develop timely communications on capital market events

• Provide performance information

Education/Qualifications

• Bachelor's Degree in business; finance, economics or related- preferred.

• 2-4 years in Financial Services (a focus on equity markets and fundamental equity research is a plus).

• CFA or progress towards is plus.

• Commits to high standards of ethical behavior; demonstrates trustworthiness,

• Detail oriented; ability to prioritize work flow and projects; able to work with deadlines and be flexible

• Superior verbal and written communication skills.

• Proficient with Microsoft Office Suite or related software.

• Proficient with Bloomberg and/or FactSet

• Ability to work as a Team Member; positive solution-focused attitude.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical and dental coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance – employer paid

• Short-term and long-term disability – employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.