[Remote] Investment Research Analyst
Note: The job is a remote job and is open to candidates in USA. RightClick is seeking an Investment Research Analyst to join their wealth management team. This role involves conducting in-depth research and analysis of investment opportunities and collaborating with portfolio managers to provide actionable insights for client investment decisions.ResponsibilitiesConduct in-depth research and analysis of investment opportunities across asset classesUtilize Morningstar Direct, Zephyr, and other portfolio analytics tools to support investment decisionsPrepare reports, presentations, and recommendations for clients and internal teamsCollaborate with portfolio managers and wealth advisors to provide actionable insightsMonitor market trends, economic indicators, and investment performance to inform strategySkillsBachelor's degree in Finance, Economics, Accounting, or a related fieldAt least 3 years of experience in wealth management or investment researchStrong proficiency in Excel and portfolio analytics toolsExcellent communication, presentation, and client-facing skillsCFA, CAIA, or progress toward certification preferredExperience with Morningstar Direct and ZephyrBenefitsThis is a fully remote position.Company OverviewAt RightClick, we believe growth happens at the intersection of people and technology. It was founded in 2010, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is https://www.findtherightclick.com.