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.ResponsibilitiesUpdate and continuously improve the library of investment research accessing third-party databases, including Bloomberg, Morningstar, FRED, etcDevelop high-quality, professional investment presentation materials (PowerPoint, Excel, Word) used in client and firmwide communicationsPerform macroeconomic research and create visualizations for quarterly publicationsCollaborate across teams to deliver data-directed insights and scalable researchParticipate in due diligence and monitoring of investment strategiesLeverage AI-enabled tools (including chatbots, application assistants, etc.) to improve quality, efficiency, and scalability of investment research and related workflowsConsult with national advisor base on investment related topics and inquiriesOther duties as assignedSkillsProficiency 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 judgmentAbility to work with, structure and interpret large amounts of economic and financial data while demonstrating excellent attention to detailOutstanding 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 managersImpeccable ethical standards and ability to maintain confidentialityExcellent personal and professional referencesA self-starter who takes ownership for their workAbility to manage multiple priorities while maintaining high standards of accuracy and thoughtful examinationsExperience operating successfully in a team-based, rigorous environment. Ability to participate in and facilitate group meetingsZero 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 wellBachelor's Degree in economics, business or finance or related fieldProgress towards the CFA designation preferredBenefitsCollaborative work environment where together we achieve moreEnvironment supportive to learning and growing your careerContinuing education assistance program401(k) with company matchBonus programCompany contribution up to 95% for health insuranceHybrid work arrangementCompany OverviewAspiriant 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 http://aspiriant.com.