Analyst, Investment Management & Research

Analyst, Investment Management, Aaron Wealth Advisors

We seek an Analyst to support our Investment Team in portfolio management, research, and reporting. This role is ideal for someone motivated by working as part of a smaller team in an entrepreneurial environment. The Analyst will gain exposure to sophisticated investment strategies across public and private markets and play a critical role in maintaining data integrity, supporting due diligence, and preparing materials for client meetings.

The ideal candidate is hands-on by nature, thrives in a collaborative environment, and approaches every task with curiosity and attention to detail. This role will be based in our Chicago, IL office.

Aaron Wealth Advisors is a premier independent Registered Investment Advisor (RIA) and national shared family office with headquarters in Chicago, IL and offices in Newport Beach, CA, and Carmel, IN. We specialize in serving ultra-high-net-worth families, entrepreneurs, executives, and non-profit organizations with $25M+ in investable assets. We currently oversee $3.9bn in assets under advisement. We deliver holistic financial advice, access to exclusive investment opportunities, uncompromising fiduciary standards, and white-glove client service. Aaron Wealth Advisors operates with integrity, discretion, and a deep commitment to helping families preserve wealth, protect values, and empower future generations.

We work with our clients to create fully integrated, customized asset allocations for achieving their overall goals and objectives, rather than focusing on individual subsets of their broader financial picture in isolation. Balancing the dual objectives of risk management and after-tax growth over time, we build and implement a plan designed to help our clients meet the goals that are most important to them and their legacy.

Key Responsibilities:

• Reporting & Analysis: Prepare client performance reports, analyze client portfolios using research and other available tools, assist with portfolio analysis across public and private markets, analyze prospective client portfolios.
• Portfolio & Data Management: Maintain accurate data, and manual asset entry, into our consolidated reporting system. Assist with capital call notices, distributions, and onboarding processes.
• Technology: Become expert in all technological tools available to the firm for performance metrics, benchmarking and consolidated client reporting.
• Advisor Interaction: Collaborate regularly with advisors on client issues and requests, support advisors by explaining data and performance, and gradually develop the ability to communicate investment concepts to advisors and clients.
• Due Diligence Support: Assist team with both private and public manager research, prep summary tables, pull metrics, and organize documentation.
• Collaboration: Work closely with CIO and Investment Team on all new business and investment opportunities.

Qualifications:

• 4-year college degree; Finance, math, economics, or related field preferred.
• 1–4 years of experience in private wealth management, asset management, or related field.
• CFA Level I or progress toward CFA designation preferred.
• Highly detail-oriented, organized, and able to follow rigorous processes.
• Strong analytical and quantitative skills.
• Excellent written and verbal communication skills.
• A team player who thrives in an entrepreneurial and results-oriented environment.
• Experience with Salesforce, Addepar, Bloomberg and Schwab is a plus.
• Demonstrated commitment to both partnership and teamwork, and intuitive to proactively address all issues as they arise.

Aaron Wealth Advisors Employee Value Proposition:

• Independent Platform: Freedom to serve clients without product bias or institutional constraints.
• Unconstrained Opportunity: Access to institutional-grade investment platforms and alternatives.
• Collaborative Culture: Work alongside accomplished professionals with deep expertise.
• Comprehensive Support: Dedicated investment, client service, operations, and compliance professionals.
• Sophisticated Client Base: Engage with some of the most influential families in the country.
• Impactful Work: Help families preserve wealth, protect values, and empower future generations.
• Advanced Tools: Advanced technology platforms designed for complex wealth management.
• Career Growth: Continuing education and professional development opportunities.

• Training & Development: Structured training, knowledge building, and career growth.

Compensation & Benefits:

$70,000-80,000+ Highly competitive salary + bonus, benefits including: 401(k) plan, 401(k) plan employer match, health, vision, dental, professional development reimbursement, unlimited PTO and more.

Aaron Wealth Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.