Research Analyst - Burney Advisor Services
Burneywealth, Reston, VA, United States
Research Analyst - Burney Advisor Services
Founded in 1974 , The Burney Company is a nationally recognized $3B+ Registered Investment Advisor based in Reston, VA . We provide technology, analytical, CIO, marketing, compliance, and operational support to affiliated and unaffiliated RIAs. Our mission is to combine data-driven insights with decades of investment expertise to deliver better outcomes for advisors and their clients.
The Research Analyst role is a key position on Burney’s Investment Team , contributing to our research, technology, and portfolio management efforts. You’ll work directly with our Chief Investment Officer , portfolio managers, and advisors to enhance data infrastructure, test investment strategies, and communicate research findings across the firm.
We’re looking for an analyst who is curious, analytical, and eager to learn , with a genuine interest in finance and a strong desire to build expertise and pursue a long-term career in investment analysis and financial markets . Candidates from finance, economics, data science, or engineering backgrounds are all encouraged to apply.
Core Responsibilities
Manage, clean, and maintain investment and market data across internal and third-party systems
Develop integrations between databases, reporting tools, and research platforms
Produce analytical reports on performance, signal effectiveness, and strategy results
Research, test, and document investment ideas and factor-based strategies
Support portfolio managers and advisors in understanding Burney’s proprietary rating systems and portfolio tools
Evaluate and implement new technologies including AI tools, optimizers, and portfolio management systems
Participate in manager meetings across asset classes such as Fixed Income, Private Credit, Alternatives, and International equities
Present research findings at company-wide meetings and investment discussions
What We’re Looking For
Bachelor’s degree in Finance, Economics, Engineering, Data Analytics , or related field
2+ years of analytical, research, or investment experience
Strong quantitative, communication, and presentation skills
Clean U4 and commitment to high ethical and compliance standards
Preferred Qualifications
CFA charterholder or currently pursuing the CFA designation
Experience as an Investment Analyst or in a quantitative research capacity within an RIA or asset management firm
Technical Skills
Experience with Python , SQL , and Excel
Familiarity with Orion , Clarifi , and S&P Capital IQ
Knowledge of Goldman Sachs Marquee , Adobe Acrobat , and Microsoft Office Suite
Annual Bonus: 15–20% of base, tied to company profitability
Retirement: 15% SEP contribution by the company
Education Support: Full reimbursement for approved professional certifications and designations — including CFA exam fees, coursework, and study materials
Vacation: Unlimited Paid Time Off — required to take at least two weeks per year
Schedule: Hybrid — 4 days onsite, 1 day remote (Reston, VA)
Travel: Less than 15%
Culture & Growth at Burney
Burney fosters a collaborative, intellectually curious, and energetic work environment. We’re a small firm with a family-like culture , where talented professionals enjoy exploring markets, testing ideas, and challenging each other to grow.
Employees at Burney benefit from a clear path for career development — whether advancing into quantitative research, portfolio management, or leadership. We invest heavily in our people through mentorship, exposure to senior decision-makers, and opportunities to lead meaningful projects early in their careers. At Burney, your curiosity and initiative directly shape both your professional growth and the firm’s success.
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Founded in 1974 , The Burney Company is a nationally recognized $3B+ Registered Investment Advisor based in Reston, VA . We provide technology, analytical, CIO, marketing, compliance, and operational support to affiliated and unaffiliated RIAs. Our mission is to combine data-driven insights with decades of investment expertise to deliver better outcomes for advisors and their clients.
The Research Analyst role is a key position on Burney’s Investment Team , contributing to our research, technology, and portfolio management efforts. You’ll work directly with our Chief Investment Officer , portfolio managers, and advisors to enhance data infrastructure, test investment strategies, and communicate research findings across the firm.
We’re looking for an analyst who is curious, analytical, and eager to learn , with a genuine interest in finance and a strong desire to build expertise and pursue a long-term career in investment analysis and financial markets . Candidates from finance, economics, data science, or engineering backgrounds are all encouraged to apply.
Core Responsibilities
Manage, clean, and maintain investment and market data across internal and third-party systems
Develop integrations between databases, reporting tools, and research platforms
Produce analytical reports on performance, signal effectiveness, and strategy results
Research, test, and document investment ideas and factor-based strategies
Support portfolio managers and advisors in understanding Burney’s proprietary rating systems and portfolio tools
Evaluate and implement new technologies including AI tools, optimizers, and portfolio management systems
Participate in manager meetings across asset classes such as Fixed Income, Private Credit, Alternatives, and International equities
Present research findings at company-wide meetings and investment discussions
What We’re Looking For
Bachelor’s degree in Finance, Economics, Engineering, Data Analytics , or related field
2+ years of analytical, research, or investment experience
Strong quantitative, communication, and presentation skills
Clean U4 and commitment to high ethical and compliance standards
Preferred Qualifications
CFA charterholder or currently pursuing the CFA designation
Experience as an Investment Analyst or in a quantitative research capacity within an RIA or asset management firm
Technical Skills
Experience with Python , SQL , and Excel
Familiarity with Orion , Clarifi , and S&P Capital IQ
Knowledge of Goldman Sachs Marquee , Adobe Acrobat , and Microsoft Office Suite
Annual Bonus: 15–20% of base, tied to company profitability
Retirement: 15% SEP contribution by the company
Education Support: Full reimbursement for approved professional certifications and designations — including CFA exam fees, coursework, and study materials
Vacation: Unlimited Paid Time Off — required to take at least two weeks per year
Schedule: Hybrid — 4 days onsite, 1 day remote (Reston, VA)
Travel: Less than 15%
Culture & Growth at Burney
Burney fosters a collaborative, intellectually curious, and energetic work environment. We’re a small firm with a family-like culture , where talented professionals enjoy exploring markets, testing ideas, and challenging each other to grow.
Employees at Burney benefit from a clear path for career development — whether advancing into quantitative research, portfolio management, or leadership. We invest heavily in our people through mentorship, exposure to senior decision-makers, and opportunities to lead meaningful projects early in their careers. At Burney, your curiosity and initiative directly shape both your professional growth and the firm’s success.
#J-18808-Ljbffr