Senior Investment Analyst (On-Site, Overland Park, Kansas) at OneDigital
This role is designed for a wealth management professional with two to five years of experience who understands the mechanics of both public markets and alterna
Work type: onsite
Location: RIA-Overland Park, KS
Type: Full-time
This role is designed for a wealth management professional with two to five years of experience who understands the mechanics of both public markets and alternative investments like private equity and hedge funds. You will need a strong handle on investment software like FactSet or Morningstar and enough technical comfort to use tools like Python for performance analytics and process automation.
**What makes it worth a look...**
It is a high-impact position where you will help manage the firm’s GIPS certification and assist with M&A integration as they acquire new firms. The company offers a clear path for growth if you are pursuing a CFA and provides a comprehensive benefits package including retirement plans and performance-based bonuses.
**You might be a good fit if you...**
* Have significant experience conducting due diligence on ETFs, SMAs, and private credit.
* Know how to build performance attribution reports and risk dashboards using FactSet or Morningstar.
* Are comfortable migrating assets and presenting investment solutions during corporate acquisitions.
* Possess an active CFA designation or are currently a candidate in the program.
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