Analyst
Full-time
Competitive compensation, bonus, and benefits (e.g., medical, HSA, 401(k), Profit Share)
Job Opportunity
A financially strong, fast-growing, independent investment consulting firm with a collegial and entrepreneurial culture is seeking an analyst. The analyst will be relied upon to assist the team in all aspects of AGW Capital Advisors developing and serving the firm’s clients.
Interested parties should send their resume, salary history, and a cover letter that describes how the applicant’s background is a fit for this position to info@agwcapital.com.
General Responsibilities
- Analyze different areas of the global capital markets and review commentary and investment strategy from various sources.
- Develop investment policy statements, including developing investment goals, objectives and constraints.
- Design asset allocation and portfolio structures.
- Conduct investment manager due diligence, searches, reviews and monitoring.
- Gather and clarify data for portfolio accounting and performance measurement.
- Create customized educational information and presentations.
- Attend and participate in investment committee meetings.
- Prepare materials for client and new business presentations.
- Respond to requests-for-proposals (RFPs).
- Conduct analysis on current and prospective clients.
- Utilize various software and online tools to complete tasks and gather information for clients and colleagues.
- Lean in and care about clients and colleagues such that anticipating and seeking solutions for their needs and concerns is second nature.
Job Requirements
- Bachelor’s degree.
- Two or more years of working experience in the financial services industry preferred.
- Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), and/or MBA degree preferred (or strong interest in pursuing one or more).
- Self-motivated and proactive.
- Works well independently and in a collaborative environment.
- Detail-oriented and dependable.
- Demonstrated ability to handle multiple tasks and manage projects.
- Excellent verbal and written communication abilities.
- Effective time-management, organizational, and analytical skills.
- Problem solver with proficiency in gathering and analyzing data, and preparing reports.
- Team player with strong interpersonal skills and a positive attitude.
- Strong analytical skills and interest in the capital markets and investment industry.
- Advanced skills in Microsoft Office and database management software.
- Series 65 license preferred (required within 12 months).
About AGW
Of all the investments we make at AGW, the most important thing we invest in is our people. As an independent, employee-owned capital advisory firm, everyone who works at AGW has a seat at the table and a hand in our success. We empower our teams with industry-leading resources in research, strategy and technology, and support continued development through financial certifications and leadership opportunities. Located in one of the fastest-growing markets in the U.S., our Tampa firm serves 125+ private, corporate, and institutional clients with total assets over $3B. Learn more at agwcapital.com.
Notes
Employees must complete the Code of Ethics and Privacy Policy initially upon employment, and as an ongoing condition of employment. A background check/drug screen is a condition of employment and is to be completed prior to the first day of employment, and when requested subsequently. Agreeing to an Invention, Non-Disclosure, and Non-Solicitation Agreement is a requirement for employment. Any offer for employment is on an “at-will” basis. Both you or AGW can terminate your employment at any time with or without cause, in which case you will be entitled to only the base salary earned through the date of termination.