
Remote Investment Research Analyst – Wealth Management
CFA Institute, Westport, CT, United States
A financial services organization is seeking a detail-oriented Investment Research Analyst to support its institutional wealth management team. The role focuses on rigorous investment analysis, client collaboration, and operational oversight, with the possibility for remote work. Ideal candidates will have 4–7 years of experience in investment research, strong analytical skills, and proficiency in tools like Morningstar Direct and Excel. The position is vital to providing high-quality research and material for clients.
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