Research Analyst
The Research Analyst will be involved in many aspects of the economic and research inputs to our investment platform. She or he will participate in the team’s ongoing research and investment analysis, creation of firmwide materials, and third-party manager due diligence. This role offers the opportunity to learn and contribute to the firm’s core investment research functions while working closely with senior members of the team.
We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
- Collaborative work environment where together we achieve more
- Environment supportive to learning and growing your career
- Continuing education assistance program
- 401(k) with company match
- Bonus program
- Company contribution up to 95% for health insurance
- Hybrid work arrangement
How you will contribute:
- Update and continuously improve the library of investment research accessing third-party databases, including Bloomberg, Morningstar, FRED, etc.
- Develop high-quality, professional investment presentation materials (PowerPoint, Excel, Word) used in client and firmwide communications.
- Perform macroeconomic research and create visualizations for quarterly publications.
- Collaborate across teams to deliver data-directed insights and scalable research.
- Participate in due diligence and monitoring of investment strategies.
- Leverage AI-enabled tools (including chatbots, application assistants, etc.) to improve quality, efficiency, and scalability of investment research and related workflows.
- Consult with national advisor base on investment related topics and inquiries.
- Other duties as assigned.
Is this you?
An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine.
The attributes and talents that lead to success in the role are:
Knowledge:
• Proficiency in MS Office applications (Excel, PowerPoint and Word) as well as one or more investment databases (Bloomberg, Morningstar, FRED, etc.).
• Comfort using, evaluating, and learning AI-enabled tools to support research, analysis, and workflow efficiency, while exercising sound professional judgment.
Skills:
• Ability to work with, structure and interpret large amounts of economic and financial data while demonstrating excellent attention to detail.
• Outstanding written and verbal communication skills. The Research Analyst will be expected to communicate to a wide range of constituents – internal management, colleagues, clients and asset managers.
• Impeccable ethical standards and ability to maintain confidentiality.
• Excellent personal and professional references.
Abilities:
• A self-starter who takes ownership for their work.
• Ability to manage multiple priorities while maintaining high standards of accuracy and thoughtful examinations.
• Experience operating successfully in a team-based, rigorous environment. Ability to participate in and facilitate group meetings.
Experience and Education:
We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:
• Zero to three years of experience in an investment management-related industry (asset management, investment banking, endowment, foundation, corporate/public pension fund, family office, wealth management). Exceptional undergraduate candidates will be considered as well.
• Bachelor’s Degree in economics, business or finance or related field.
• Progress towards the CFA designation preferred.
Physical Demands and Work Environment:
Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.
Aspiriant is committed to diversity, inclusion and belonging.
A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.
As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.