Investment Analyst

About G&H Investments

Located in Leola, just outside Lancaster, G&H Investments offers a refreshing alternative to large financial firms. For more than 35 years, we’ve delivered investment guidance grounded in integrity, insight, and personalized service. Today, we manage over $500 million in assets for clients across the country.

Our services meet clients wherever they are in their financial journey and include: Investment Management & Consulting, Asset Allocation & Portfolio Analysis, Retirement Planning, Manager Selection, Risk Analysis, and College Savings Strategies. Every strategy is customized — never cookie-cutter — and tailored to each client’s unique goals.

We serve a diverse range of clients, from young professionals investing for the first time to ultra-high-net-worth families managing complex wealth.

Founded by Don Gross more than 35 years ago, the firm is built on trust, personalized care, and long-term success. Today, that legacy continues under Bret Hartman, CFA, who trained under Don and leads with a client-first philosophy — balancing time-tested principles with modern financial strategies.

About the Position

G&H Investments is seeking a motivated Investment Analyst to work closely with our Portfolio Managers and Client Service Analyst to help clients achieve their long-term financial goals. This role offers hands-on experience across the investment management process, including asset allocation, risk analysis, due diligence, and ongoing portfolio monitoring. The analyst will also support client service functions and gain a deep understanding of the RIA landscape.

Key Responsibilities

· Support and enhance existing client service workflows

· Evaluate client investments through an organized, detail-oriented process

· Maintain asset allocation models and assist with portfolio rebalancing

· Utilize financial, tax, and investment reporting software

· Participate in frequent meetings with Portfolio Managers to optimize portfolios and generate new ideas

· Collaborate with our network of client accountants

· Prepare and maintain due diligence reports

· Continuously monitor and optimize client investment portfolios

· Build industry relationships to source new investment ideas

· Conduct investment research across multiple asset classes

· Improve and refine internal investment processes

· Assist with the preparation of client investment reports

· Perform day-to-day administrative tasks as needed

· Work closely with select high-net-worth (HNW) clients

Qualifications

· Undergraduate degree required

· A commitment to complete appropriate securities exams (Series 65, within 6 months)

· Minimum 2+ years of relevant investment or financial experience

· Potential professional certification development – (CFP, CFA)

· Demonstrated investment acumen and understanding of key concepts and strategies

· High integrity, strong work ethic, and intellectual curiosity

· Proactive mindset with interest in long-term career growth within the investment industry

Compensation & Benefits

· Competitive salary

· Profit sharing

· Retirement benefits

· Paid Time Off (PTO)

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Benefits:

• Flexible schedule
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan

Physical Setting:

• Office

People with a criminal record are encouraged to apply

Education:

• Bachelor's (Required)

Experience:

• Financial analysis: 1 year (Required)

Ability to Commute:

• Leola, PA 17540 (Required)

Work Location: In person