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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