Investment Analyst (CFA Charter holder required)

In office, non remote, non hybrid - Team Oriented CFA Professional for Investment Analysis

About Crestmont Private Wealth

Crestmont Private Wealth is an Equal Opportunity Employer.

Description

Investment Analyst

Location: Houston, TX (Full-time, in-office; no remote work) Requirement: CFA® Charterholder (Mandatory)

Company Overview

Crestmont Private Wealth LLC is an Equal Opportunity Employer that prioritizes helping clients achieve financial goals through a mission-driven approach. We foster a "Family Culture" that values teamwork and mentoring, operating under the core values of Service, Care, Trust, and Teamwork. We believe a healthy corporate culture leads to better employee performance and meaningful work that provides a sense of purpose.

Job Summary

The Investment Analyst is responsible for turning complex financial data into actionable insights to support institutional investment strategies and asset allocation. Reporting to the Chief Investment Officer, this individual ensures all capital deployment is based on research-backed, risk-aligned analysis while serving as a technical expert during client meetings and internal investment committee reviews.

Essential Duties and Responsibilities

Portfolio Management: Ensure managed assets are invested according to client financial objectives and investment policy statements; manage firm investment performance composites.
Research & Due Diligence: Conduct thorough due diligence on various investment vehicles, including equities, fixed income, currency, and alternatives to meet diverse client needs.
Financial Modeling: Develop and maintain sophisticated models to forecast investment returns, cash flows, and risk exposure using tools like Excel, Bloomberg, Factset, Ycharts and Capital IQ.
Market Analysis: Monitor macroeconomic indicators, sector-specific fundamentals, and earnings announcements to provide buy/hold/sell guidance for client portfolios.
Content Creation: Partner with the Marketing team to produce digestible investment commentary, market insights, and quarterly webinars to educate and inspire clients.
Reporting: Prepare periodic performance reports and maintain internal databases for pricing, benchmarks, and historical returns.
Relationship Support: Attend select client meetings to complement the advisor team by providing a deep technical perspective on market expectations and strategy.
Compliance & Policy: Ensure all investment evaluations align with organizational policy and track regulatory changes affecting investment reporting.

Minimum Qualifications

Education: Bachelor’s degree in Finance, Economics, or a related field.
Certification: CFA® Charterholder required.
Experience: 3–5 years of experience in equity research, asset management, or investment analysis (similar to mid-level industry standards).
Licensing: Must have or be on track to secure Series 65 certification within the first six months of employment or exemption with CFA.
Technical Skills: Proficiency in EMoney, Schwab Alliance, and Orion Eclipse is highly preferred, alongside advanced expertise in the Microsoft Office Suite.

Desired Character Traits

Detail-Oriented: You "sweat the small stuff" and take pride in the accuracy of your financial modeling.
Translator: You possess the ability to take complex investment concepts and make them easy for clients to understand.
Collaborative: You enjoy partnering with others in pursuit of a larger goal and value the success of the team over personal accolades.

Compensation & Benefits

Salary: Competitive base salary commensurate with the CFA Charterholder requirement and experience (market benchmarks for similar analyst roles range from $90,000 to $130,000+).
Retirement & Health: Access to comprehensive voluntary benefits, including health insurance, dental, and vision coverage.
Enrollment Window: New hires typically have a 60-day window to select benefits, with coverage starting the first of the month following enrollment.
Professional Growth: Firm-wide stipends for continuing education and support for maintaining professional certifications.