Investment Analyst

Portsmouth, New Hampshire (US)
competitive pay, commensurate with experience
Nov 10, 2022
Jan 10, 2023
Employment Type
Full Time

Job Description
We are looking for a self-motivated problem solver of high integrity to join our growing firm as an Investment Analyst on the Investment team. This role reports to an Investment Advisor and has responsibilities on client teams and performing investment research.

Essential duties of the Investment Analyst include, and are not limited to:
Client Teams:

  •  Assist Investment Advisor in designing personalized asset allocation strategy
  •  Monitor portfolios:
    •  Review & develop rebalancing and tax loss harvesting recommendations with the Investment Advisor
    •  Identify potential fee savings
  • Generate client deliverables, such as ad hoc investment exhibits outside of the core investment reports produced by Client Operations
  • Communicating (both verbally and in writing) with external clients, internal client teams, and third party affiliates regarding investment related matters
  • Assist Investment Advisor in answering client questions pertaining to investments

Investment Research:

  • Contribute to all aspects of third party investment manager due diligence process
    • Sourcing new managers
    • Populating research templates with facts, data, and content from managers
    • Scheduling and participating in manager meetings as well as compiling meeting notes in Salesforce
    • Contribute to ongoing due diligence process for A-List managers
  •  Ad hoc projects from the Director of Investments

Desired Skills and Experience

  • Strong analytical, organizational and time management skills
  • Excellent communication skills, both written and verbal, with the ability to communicate effectively and professionally with colleagues
  • Detail-oriented, with a focus on delivering top-notch client service
  • Intellectual curiosity and the drive to find “the” answer not an answer
  • Minimum 1-2 years’ prior experience in investments or financial services
  • Bachelor’s degree required Series 65 is a requirement of the job and is financially supported, as needed, by the firm
  • Proficiency in MS Office with a demonstrated aptitude for mathematics and spreadsheets is necessary
  • Experience with FactSet, Addepar, Python and Salesforce a plus
  • Progress toward CFA/CFP is a plus

Company Description
Lake Street Advisors is a profoundly independent, singularly focused wealth management firm with locations in Portsmouth, NH, and Boston, MA, serving high-wealth family clients in New England and across the country. As a proven and trusted advisor, we provide transparency and a full support team to manage a client’s diverse investment and financial planning needs. Because we are not tied to any products or managers, clients rely on us for expert, independent service tailored to their situation.
We offer a professional, entrepreneurial and dynamic work environment with competitive employee salaries. Our comprehensive benefit package currently includes 401(k) with employer matching, health and dental insurance with employer contributions, health savings and flexible spending accounts, employer-paid life insurance and short/long term disability, a professional development program, and employer-paid time off.


Lake Street Advisors is an equal opportunity employer

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