investment analyst

Sterk Financial Services

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 COMPANYSterk 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:<ul><li>We value lasting relationships with clients.</li><li>With two Midwest offices, we serve clients virtually across the nation.</li><li>Our culture supports growth, flexibility, and offers competitive compensation.</li></ul>JOB OVERVIEWAs 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<ul><li>Execute trading transactions and perform trade checking including contribution trading allocation, withdrawal trading analysis, and reallocation decisions</li><li>Ensure accuracy and compliance in all trade activities</li><li>Deliver continuous support for investment accounts, including fund closures, conducting fund research, optimizing share class utilization, and additional related services</li><li>Managed account project coordination &ndash; Quarterly 2% cash check; annual capital gains impact review; annual gain/loss harvesting</li><li>Manage specific client follow ups &ndash; example DCA&rsquo;s, limit orders, systematic withdrawals</li><li>Execution of tracking investment performance on annuities, managed accounts, funds and stocks</li><li>Develop and update trading models</li><li>Oversee process maintenance</li><li>Support research and analysis of investment opportunities</li></ul>PERSONAL ATTRIBUTES AND SKILLS NEEDED FOR SUCCESS<ul><li>Strong analytical and quantitative skills with the ability to interpret complex financial data</li><li>Excellent problem-solving and critical thinking abilities</li><li>Ability to work independently and as part of a team in a fast-paced environment</li><li>Effective communication skills, both verbal and written</li><li>Proactive attitude with a willingness to learn and adapt to new challenges</li></ul>REQUIREMENTS<ul><li>CFA candidate preferred but not required</li><li>Series 7 &amp; 66</li><li>3-5 years of experience in the financial sector</li><li>Proficient in Word &amp; Excel</li><li>Excellent verbal and written communication skills</li><li>Ability to pass background check</li></ul>COMPENSATION We offer one of the most flexible and competitive compensation plans in the area.<ul><li>Salary commensurate with skills, knowledge, and experience. Salary range $70,000 &ndash; $130,000</li><li>Benefits include health care, vacation, employer matching retirement contributions and early out two Fridays per month.</li></ul>TO APPLYTo arrange a confidential interview, send your resume and cover letter to jobs@sterkfinancialservices.com Visit our web site: sterkfinancialservices.comSterk Financial Servicesis an equal opportunity employer.Pay: $70,000.00 - $130,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Investment Analyst

Wellington Management

<div><h1 class="jobSectionHeader">About Us</h1>
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.<h1 class="jobSectionHeader">
About the Role</h1><h1 class="jobSectionHeader">
FIXED INCOME PRODUCT MANAGEMENT</h1>
Fixed Income Product Management (&ldquo;FIPM&rdquo;) at Wellington Management works closely with our fixed income investment teams, relationship teams, and business colleagues across the firm to support our clients&rsquo; investment needs. Our fixed income investors span a wide range of disciplines, geographies, industries, market capitalizations, and styles. The FIPM function has three main objectives:<ul><li>
Product Development and Marketing: Drive client growth by leading business planning, developing investment solutions, crafting differentiated product messaging, and serving as a subject matter expert across internal and external audiences.</li><li>
Investment Integrity and Risk Management: Provide independent oversight of investment and risk processes, ensure alignment with client objectives, conduct regular product reviews, and contribute to formal investment governance</li><li>
Business Management: Oversee product-level business operations including risk, capacity, pricing, and guidelines; resolve internal challenges; and promote best practices across product teams.</li></ul><h1 class="jobSectionHeader">
ROLE AND RESPONSIBILITIES</h1><h1 class="jobSectionHeader">
Investment Analyst are members of product teams, which are led by an Investment Director. They work closely with the Investment Director(s), investment teams, and business professionals on the areas described above. Responsibilities include performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance, and risk exposures. The individual will also contribute to the development of new investment strategies and client solutions, conduct market and competitor analysis, evaluate product overlap and capacity trends and prepare white papers and presentation materials that serve to differentiate our portfolios. Over time the individual will participate in meetings with clients, prospects and consultants to communicate our investment philosophy, strategy, positioning, and performance. The ideal candidate is a flexible problem solver with a can-do attitude, who takes ownership of issues. The individual will work closely with members of the investment team, the Client Group and other functional areas.
</h1><h1 class="jobSectionHeader">QUALIFICATIONS</h1><h1 class="jobSectionHeader">
The Investment Analyst role is multi-faceted and requires demonstrated interest in investment topics, a passion for learning, as well as strong analytical skills. A positive, collegial attitude and high level of professionalism are essential, as are creativity, initiative, and the ability to thrive in a fast-paced, team-oriented environment with tight deadlines.</h1>
Key qualifications for this role include:<ul><li>
3-5 years of relevant experience and progress towards the CFA are preferred</li><li>
A Bachelor&rsquo;s degree with very strong academic credentials</li><li>
Demonstrated analytical skills including the ability to organize and synthesize data to reach conclusions</li><li>
Solid judgment, intellectual curiosity, and willingness to take a differentiated perspective</li><li>
Proactive, self-starter attitude, with a strong desire to own outcomes</li><li>
Attention to detail combined with a solutions-oriented mindset</li><li>
Ability to write clearly and succinctly in a variety of communication settings</li><li>
Articulate with an interest in developing presentation skills</li><li>
Ability to work both independently and in collaboration with a global team</li><li>
Strong technical skills; mastery of MS Excel, familiarity with third party tools (eVestment, FactSet, Morningstar); strongly preferred experience leveraging AI tools to enhance analysis, productivity, and decision‑making</li><li>
Ability to organize, manage and prioritize time well</li><li>
Grace under pressure with an ability to adapt to get things done</li><li>
Preference for candidates with fixed income product knowledge.</li></ul><h1 class="jobSectionHeader">
LOCATION</h1>
The Investment Analyst is based in Wellington&rsquo;s Global Headquarters in Boston, MA.
Not sure you meet 100% of our qualifications? That&rsquo;s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 80,000 - 150,000<div>
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.</div><div> 
Base salary is only one component of Wellington&rsquo;s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.</div></div>

FIRST ACCEPTANCE INSURANCE

<div>SUMMARY
The Investment Analyst is responsible for researching and analyzing financial data to provide

investment recommendations, helping the organization make informed financial decisions. 


RESPONSIBILITIES
<ul>
<li>Research &amp; Analysis: Evaluating financial statements, industry trends, and macroeconomic factors (inflation, interest rates) to assess investment opportunities.</li>
<li>Modeling &amp; Valuation: Building complex financial models (DCF, comparable company analysis) to project future performance.</li>
<li>Recommendation &amp; Reporting: Preparing detailed reports, presentations, and investment recommendations for portfolio managers</li>
<li>Monitoring: Tracking portfolio performance and company news to adjust investment strategies.</li></ul> 


JOB REQUIREMENTS
<ul>
<li>Education: A bachelor&rsquo;s degree in finance, accounting, economics, or mathematics</li>
<li>Technical Skills: High proficiency in Microsoft Excel is essential, along with experience in Bloomberg or FactSet.</li>
<li>Analytical Skills: Strong ability to interpret complex data and evaluate risk.</li>
<li>Communication: Ability to present findings and communicate with company executives.</li>
</ul>
Certifications: Willingness to work toward and complete the CFA (Chartered Financial Analyst) designation 


PHYSICAL DEMANDS:

The physical demands described here are representative of those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this job, the employee is regularly required to do manual tasks, which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The employee will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. The employee may occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus. Other abilities include possessing the capacity to learn, concentrate, think, and read. Oftentimes, the employee will be communicating and interacting with others while working. 


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and perform any other job-related duties requested by anyone authorized to give instructions or assignments.</div>

Hire Fellows

<div>We are looking for a motivated and detail-oriented Investment Analyst to support the day-to-day investment activities of a small, professionally managed family office. This role is ideal for a candidate with a strong foundation in finance or accounting who is passionate about investments and enjoys conducting in-depth research and analysis. You will play a key role in supporting investment decisions, monitoring portfolio performance, and ensuring accurate reporting across asset classes.
Main Responsibilities<ul><li>
Conduct research and analysis on investment opportunities across asset classes including equities, fixed income, funds, and alternative investments.</li><li>
 Assist in monitoring and tracking portfolio performance, including returns, risk metrics, and market developments.</li><li>
 Prepare periodic investment reports (weekly, monthly, quarterly) summarizing portfolio performance, market insights, and key updates.</li><li>
 Support due diligence processes on new investment opportunities, including reviewing financial statements, market trends, and manager performance.</li><li>
 Maintain up-to-date records of investments, transactions, valuations, and supporting documentation.</li><li>
 Coordinate with external asset managers, banks, brokers, and advisors to obtain reports and relevant investment information.</li><li>
 Assist in preparing investment memos, presentations, and summaries for internal decision-making.</li><li>
 Monitor global and regional financial markets, economic trends, and relevant news impacting the portfolio.</li><li>
 Support reconciliation of investment records with bank and broker statements where required.</li><li>
 Provide ad-hoc analysis and research support to senior management on strategic investment decisions.</li></ul> 

Requirements 
<ul><li>
Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field.</li><li>
 0&ndash;3 years of experience in investments, asset management, corporate finance, audit, or a related field.</li><li>
 Strong interest in financial markets and investment analysis, with the ability to conduct structured research.</li><li>
 Proficiency in Microsoft Excel or Google Sheets, including financial analysis and data organization.</li><li>
 Solid understanding of financial concepts such as valuation, financial statements, and portfolio performance metrics.</li><li>
 Strong analytical thinking with high attention to detail.</li><li>
 Excellent written and verbal communication skills in both English and Arabic.</li><li>
 Arabic speaker is required.</li><li>
 Ability to handle sensitive financial information with discretion and professionalism.</li><li>
 Based in Bahrain.</li></ul></div>

<div>
 We are looking for a motivated and detail-oriented Investment Analyst to support the day-to-day investment activities of a small, professionally managed family office. This role is ideal for a candidate with a strong foundation in finance or accounting who is passionate about investments and enjoys conducting in-depth research and analysis. You will play a key role in supporting investment decisions, monitoring portfolio performance, and ensuring accurate reporting across asset classes.
 
 
 
 Main Responsibilities
 
 
 
 <ul>
 <li>
 Conduct research and analysis on investment opportunities across asset classes including equities, fixed income, funds, and alternative investments
 </li>
 <li>
 Assist in monitoring and tracking portfolio performance, including returns, risk metrics, and market developments
 </li>
 <li>
 Prepare periodic investment reports (weekly, monthly, quarterly) summarizing portfolio performance, market insights, and key updates
 </li>
 <li>
 Support due diligence processes on new investment opportunities, including reviewing financial statements, market trends, and manager performance
 </li>
 <li>
 Maintain up-to-date records of investments, transactions, valuations, and supporting documentation
 </li>
 <li>
 Coordinate with external asset managers, banks, brokers, and advisors to obtain reports and relevant investment information
 </li>
 <li>
 Assist in preparing investment memos, presentations, and summaries for internal decision-making
 </li>
 <li>
 Monitor global and regional financial markets, economic trends, and relevant news impacting the portfolio
 </li>
 <li>
 Support reconciliation of investment records with bank and broker statements where required
 </li>
 <li>
 Provide ad-hoc analysis and research support to senior management on strategic investment decisions
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 Bachelor's degree in Finance, Accounting, Economics, or a related field
 </li>
 <li>
 0-3 years of experience in investments, asset management, corporate finance, audit, or a related field
 </li>
 <li>
 Strong interest in financial markets and investment analysis, with the ability to conduct structured research
 </li>
 <li>
 Proficiency in Microsoft Excel or Google Sheets, including financial analysis and data organization
 </li>
 <li>
 Solid understanding of financial concepts such as valuation, financial statements, and portfolio performance metrics
 </li>
 <li>
 Strong analytical thinking with high attention to detail
 </li>
 <li>
 Excellent written and verbal communication skills in both English and Arabic
 </li>
 <li>
 Arabic speaker is required
 </li>
 <li>
 Ability to handle sensitive financial information with discretion and professionalism
 </li>
 <li>
 Based in Bahrain
 </li>
 </ul>
</div>

Parrot Analytics

<div>About Parrot Analytics
Parrot Analytics is the global authority on media and entertainment intelligence, providing the strategic decision support that the world&rsquo;s leading studios, producers, streamers, investors, and government bodies rely on to de-risk content investment and maximize returns.
Trusted across the full media economy &mdash; from studios and streaming platforms to film funds, sports leagues, and government bodies &mdash; Parrot Analytics informs capital allocation, acquisitions, programming strategy, and IP valuation at the highest levels of the industry.
By measuring the demand and preferences of more than 2 billion audiences worldwide, Parrot Analytics&rsquo; AI platform quantifies the value of content, talent, franchises, and sports rights &mdash; enabling partners to forecast revenue, assess risk, optimize portfolio strategy, and drive more predictable success. 
About the Role
The global entertainment industry invests hundreds of billions of dollars into film and television content every year. Yet investment decisions are still largely made using fragmented market signals, limited financial modelling, and incomplete audience insight.
Parrot Analytics is building a new analytical layer for the industry &mdash; combining the world&rsquo;s largest dataset on global audience demand with structured financial modelling to help studios, investors, and funds make more disciplined content investment decisions.
We are seeking a Senior Investment Analyst to lead the development of financial models used to evaluate film and television projects. This role sits at the intersection of entertainment economics, investment analysis, and data science, translating audience demand signals, project budgets, and distribution assumptions into structured financial forecasts and investment insights.
The successful candidate will play a key role in helping investors understand the risk and return profile of content investments before capital is committed.
Build Investment Models for Film &amp; Television Projects<ul><li>
Develop sophisticated financial models that evaluate the commercial performance of film and television projects across multiple distribution windows.</li><li>
Models will incorporate production budgets and cost structures, financing structures and investor positions, distribution revenue streams across global markets and investor return scenarios and capital recovery timelines.</li><li>
Revenue modelling will consider multiple distribution pathways including theatrical, SVOD, AVOD, FAST, Pay TV, and international licensing.</li><li>
Leverage Parrot Analytics&rsquo; global dataset on audience demand and content valuation to inform revenue assumptions within financial models.</li><li>
Develop structured approaches to translating audience demand signals and valuation into realistic commercial scenarios, benchmarking projects against comparable titles across genres, markets, and platforms.</li></ul>
Quantify Investment Risk<ul><li>
Evaluate projects through structured scenario modelling that assesses downside risk and capital exposure, break-even performance thresholds and investor return scenarios under different market conditions</li><li>
Conduct sensitivity analysis across key variables including budget changes, distribution outcomes, and shifts in audience demand.</li></ul>
Support Investment Decision-Making<ul><li>
Produce financial analyses used by funds, studios, and investors evaluating content opportunities.</li><li>
Translate complex financial models into clear insights that help decision-makers understand the economic implications of project budgets, distribution strategies, and market positioning.</li></ul>
Develop Industry-Leading Modelling Frameworks<ul><li>
Help design the financial modelling frameworks used to evaluate film and television investments using Parrot Analytics&rsquo; data.</li><li>
The goal is to build repeatable analytical tools that allow projects to be evaluated with institutional investment discipline, enabling more structured decision-making across the industry.</li></ul> 

Requirements 
 
Your experience
5&ndash;10+ years of experience in roles that require strong financial modelling and investment analysis in the following environments:<ul><li>
film or television investment funds</li><li>
studio finance or content strategy teams</li><li>
media-focused investment banking or private equity</li><li>
entertainment strategy consulting</li><li>
corporate finance roles within media or technology companies</li></ul> 
Direct experience working with film finance structures, production budgets, or distribution economics is required.
The skills you bring
Advanced financial modelling - Ability to build complex Excel models from scratch incorporating scenario analysis, sensitivity modelling, and structured investment return frameworks.
Investment analysis mindset - Strong ability to evaluate opportunities through structured risk and return analysis.
Data-driven thinking - Comfortable integrating external datasets and quantitative signals into financial forecasts and commercial assumptions.
Intellectual curiosity - A genuine interest in understanding how film and television projects generate economic value.
Communication - Ability to translate complex financial analysis into clear insights for non-technical decision-makers. Ideally fluent in Arabic to service regional clients.
Who Will Thrive in This Role
This role is best suited to individuals who:<ul><li>
enjoy building deep, structured financial models</li><li>
are naturally curious about the economics of media and entertainment</li><li>
think rigorously about downside risk as well as upside potential</li><li>
enjoy turning messy real-world information into structured analysis</li><li>
are excited about building new analytical frameworks for an industry</li></ul> 

Benefits<ul><li> 
Be Part of a Founding Team: Join a pivotal, early team member group supporting our newly established HQ in Qatar, with the opportunity to help shape its direction and impact from the ground up.
</li><li>Global &amp; Distributed by Design: Work as part of a globally distributed team, collaborating across timezones while contributing to high-impact, international projects.
</li><li>Flexible Ways of Working: Operate in a flexible environment that supports autonomy while enabling seamless collaboration across teams and regions.
</li><li>Collaborative &amp; Transparent Culture: Be part of a team that values openness, knowledge-sharing, and strong cross-functional collaboration.
</li><li>Purpose-Driven Work: Join a team of problem solvers who care deeply about delivering meaningful insights and real value to clients.
</li><li>Stay Connected Globally: Take part in monthly virtual all-hands sessions to celebrate wins, share updates, and stay aligned on company goals and strategy.</li></ul></div>

Senior Investment Analyst

Scottish Rite for Children

<div>Our patients are our number one priority! We're committed to giving children back their childhood!
Job Posting Title:
Sr. Investment Analyst
Location:
Dallas - Hospital
Additional Posting Details:
Monday through Friday 8:00am to 5:00pm
Job Description:
Posting Summary
Prepare investment portfolio and private investment analysis, including risk decomposition, guideline compliance, and portfolio optimization for an institutional investment portfolio of equities, fixed income, and alternatives including private equity, private credit, and hedge funds. The position has broad exposure to the workings of an institutional investment office. Finance or related degree with five years of directly related experience in an endowment/foundation or related environment. Advanced proficiency with spreadsheets and strong working knowledge of portfolio optimization, investment management databases is required. A commitment to humility, excellence, integrity, collaboration, and desire to work for a mission-driven non-profit organization is integral to the role.
<h1 class="jobSectionHeader">Duties/Responsibilities
</h1><ul><li>Conduct extensive data gathering, documentation, and reporting on the private investment holdings, including private equity, private credit, and hedge funds.
</li><li>Prepare private investment analysis at a portfolio and fund level, including liquidity, exposures, benchmark comparisons (including peers), and related guideline analysis.
</li><li>Provide constituents relevant, accurate and consistent performance information for investment oversight.
</li><li>Prepare portfolio exposures and risk decomposition for the monitoring and management of the various investment portfolios.
</li><li>Research, prepare, and write research pieces (with senior team member guidance) on key areas of portfolio diligence, important market trends, and other topics critical to portfolio management.
</li><li>Monitor and prepare portfolio guideline compliance analysis.
</li><li>Participate in manager searches by preparing quantitative and qualitative analyses of prospective managers.
</li><li>Conduct portfolio optimization and stochastic modeling using asset allocation parameters.
</li><li>Prepare special analysis, ad hoc reporting and other duties as assigned. SRC reserves the right to revise or change job duties as business requirement dictate.
</li></ul><h1 class="jobSectionHeader">Required Skills/Abilities
</h1><ul><li>Bachelor&rsquo;s degree with five years of directly related experience. Bachelor&rsquo;s degree should be finance, accounting, business, economics or a relevant field, or an equivalent combination of education and experience. The experience should be in an institutional investment office such as an endowment, foundation, or pension plan.
</li><li>Strong background in investment analysis, portfolio analysis, and performance measurement methodologies.
</li><li>Working knowledge of Zephyr/PSN, Evest, Wilshire Compass or other portfolio optimization software
</li><li>Exceptional analytical, quantitative skills, and ability to synthesize large amounts of data and summarize complex sets of financial information.
</li><li>Ability to manage and prioritize multiple projects and deliver results within deadlines.
</li><li>Ability to work both autonomously and collaboratively
</li><li>Commitment to integrity and desire to work for a mission-driven non-profit organization
</li><li>Ability to think critically, relentless life-long learner, sense of intellectual curiosity, humor, and humility</li></ul></div>

Sr. Investment Analyst

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