Senior Investment Analyst (On-Site, Overland Park, Kansas) at OneDigital

Ideal for a professional with 2-5 years of experience in Asset Management or Wealth Management, possessing strong investment and market knowledge. A CFA designa

Work type: onsite

Location: RIA-Overland Park, KS

Type: Full-time

Ideal for a professional with 2-5 years of experience in Asset Management or Wealth Management, possessing strong investment and market knowledge. A CFA designation or candidacy is highly desirable. **What makes it worth a look...** This full-time, on-site Senior Investment Analyst role at OneDigital is crucial for managing the investment platform for wealth management advisors. While compensation is not specified, the position offers exposure to both public and private markets and involves supporting M&A integrations. **You might be a good fit if you...** * Have advanced proficiency with investment software like FactSet and Morningstar. * Possess a deep understanding of multiple asset classes including equities, fixed income, real estate, and alternatives. * Have experience building dashboards and reports using Excel and Python for strategy performance and risk analysis. * Can manage the firm's GIPS certification and composite creation.

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