Research Analyst

Aspiriant is a leading, independent, 100% employee-owned wealth management firm. The Research Analyst will be responsible for updating investment research, creating presentation materials, performing macroeconomic research, and collaborating with teams to deliver data-directed insights. Responsibilities Update and continuously improve the library of investment research accessing third-party databases, including Bloomberg, Morningstar, FRED, etc Develop high-quality, professional investment presentation materials (PowerPoint, Excel, Word) used in client and firmwide communications Perform macroeconomic research and create visualizations for quarterly publications Collaborate across teams to deliver data-directed insights and scalable research Participate in due diligence and monitoring of investment strategies Leverage AI-enabled tools (including chatbots, application assistants, etc.) to improve quality, efficiency, and scalability of investment research and related workflows Consult with national advisor base on investment related topics and inquiries Other duties as assigned Skills Proficiency in MS Office applications (Excel, PowerPoint and Word) as well as one or more investment databases (Bloomberg, Morningstar, FRED, etc.) Comfort using, evaluating, and learning AI-enabled tools to support research, analysis, and workflow efficiency, while exercising sound professional judgment Ability to work with, structure and interpret large amounts of economic and financial data while demonstrating excellent attention to detail Outstanding written and verbal communication skills. The Research Analyst will be expected to communicate to a wide range of constituents – internal management, colleagues, clients and asset managers Impeccable ethical standards and ability to maintain confidentiality Excellent personal and professional references A self-starter who takes ownership for their work Ability to manage multiple priorities while maintaining high standards of accuracy and thoughtful examinations Experience operating successfully in a team-based, rigorous environment. Ability to participate in and facilitate group meetings Zero to three years of experience in an investment management-related industry (asset management, investment banking, endowment, foundation, corporate/public pension fund, family office, wealth management). Exceptional undergraduate candidates will be considered as well Bachelor's Degree in economics, business or finance or related field Progress towards the CFA designation preferred Benefits Collaborative work environment where together we achieve more Environment supportive to learning and growing your career Continuing education assistance program 401(k) with company match Bonus program Company contribution up to 95% for health insurance Hybrid work arrangement Company Overview Aspiriant is a leading, independent wealth management firm that specializes in investment management and wealth planning services. It was founded in 2008, and is headquartered in Los Angeles, California, USA, with a workforce of 201-500 employees. Its website is