Investment Analyst

Sterk Financial Services has an immediate, full-time opening for an Investment Analyst in either our Dakota Dunes, SD office or our Kansas City, MO location. This role offers the opportunity to work in a fast-paced environment, assisting with product analysis, portfolio management, and trade execution. If you are motivated, detail oriented and eager to grow your career, we encourage you to apply.

ABOUT OUR COMPANY

Sterk Financial Services, founded in 2004 with over 20 years of experience, helps clients pursue their financial goals through award-winning wealth management and customized planning.

Key facts about our company:

• We value lasting relationships with clients.
• With two Midwest offices, we serve clients virtually across the nation.
• Our culture supports growth, flexibility, and offers competitive compensation.

JOB OVERVIEW

As an Investment Analyst at Sterk Financial Services, you will play a pivotal role in the ongoing management of investment accounts through analysis, trade execution, and other supporting projects. This position requires strong analytical skills, familiarity with CFA principles and practices, and the ability to work efficiently and accurately in a fast-paced environment.

KEY RESPONSIBILITIES

• Execute trading transactions and perform trade checking including contribution trading allocation, withdrawal trading analysis, and reallocation decisions
• Ensure accuracy and compliance in all trade activities
• Deliver continuous support for investment accounts, including fund closures, conducting fund research, optimizing share class utilization, and additional related services
• Managed account project coordination – Quarterly 2% cash check; annual capital gains impact review; annual gain/loss harvesting
• Manage specific client follow ups – example DCA’s, limit orders, systematic withdrawals
• Execution of tracking investment performance on annuities, managed accounts, funds and stocks
• Develop and update trading models
• Oversee process maintenance
• Support research and analysis of investment opportunities

PERSONAL ATTRIBUTES AND SKILLS NEEDED FOR SUCCESS

• Strong analytical and quantitative skills with the ability to interpret complex financial data
• Excellent problem-solving and critical thinking abilities
• Ability to work independently and as part of a team in a fast-paced environment
• Effective communication skills, both verbal and written
• Proactive attitude with a willingness to learn and adapt to new challenges

REQUIREMENTS

• CFA candidate preferred but not required
• Series 7 & 66
• 3-5 years of experience in the financial sector
• Proficient in Word & Excel
• Excellent verbal and written communication skills
• Ability to pass background check

COMPENSATION

We offer one of the most flexible and competitive compensation plans in the area.

• Salary commensurate with skills, knowledge, and experience. Salary range $70,000 – $130,000
• Benefits include health care, vacation, employer matching retirement contributions and early out two Fridays per month.

TO APPLY

To arrange a confidential interview, send your resume and cover letter to jobs@sterkfinancialservices.com Visit our web site: sterkfinancialservices.com

Sterk Financial Servicesis an equal opportunity employer.

Pay: $70,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Work Location: In person