5 months ago
Investment Analyst
Winter Park, Florida - Office
Full-time
Mid Level
Financial Analyst
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Description
- Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Investment Analyst to their team in Winter Park, FL.
- Advus Financial Partners, a subsidiary of FRP, is seeking a motivated and detail-oriented Investment Analyst to join their team.
- The role involves supporting financial planning, executing trades, conducting macroeconomic and security research, reviewing client portfolios, and preparing performance reports.
- The analyst will collaborate with advisors, compliance, and operations teams to ensure seamless client service and investment execution.
- The ideal candidate will have a strong understanding of investment products, proficiency in Excel and Office applications, and experience with portfolio construction and performance attribution.
- A bachelor’s degree in Finance, Economics, Accounting, or a related field, along with at least 3 years of experience in financial services, is required.
- The role emphasizes technological literacy, analytical skills, and a proactive learning mindset.
- Advus Financial Partners manages over $3 billion in assets and is committed to delivering high-quality wealth management and financial planning solutions.
- Foundation Risk Partners is a national insurance brokerage and consulting firm based in Ormond Beach, FL.
- Benefits include health insurance (medical, vision, dental), a 401(k) with company match, company-paid life insurance, STD, LTD, and a generous PTO policy starting at 18 days per year plus holidays.
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Requirements
- Strong understanding of investment products, financial planning principles, and trading operations
- Proficiency in Microsoft Excel and other Office applications
- Excellent analytical, organizational, and communication skills
- High attention to detail and ability to manage multiple tasks in a fast-paced environment
- Experience with portfolio construction and performance attribution
- Familiarity with macroeconomic analysis and investment manager due diligence
- Exposure to alternative investments and private wealth management
- Experience working in a Registered Investment Advisor (RIA) environment
- Bachelor’s degree in Finance, Economics, Accounting, or a related field
- Minimum of 3 years of experience in financial services, preferably in wealth management or investment advisory
- Actively pursuing the CFA or CFP designation, preferred
- Proficiency in financial planning/trading platforms (e.g., Black Diamond, Morningstar, Bloomberg), preferred
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Benefits
- Health insurance including medical, vision, and dental
- 401(k) with company match
- Company paid life insurance
- Short-term disability (STD)
- Long-term disability (LTD)
- Generous PTO policy starting at 18 days per year
- 10 paid holidays
- 2 floating holidays