Associate Investment Analyst

At NorthStar Wealth Navigation we are committed to providing our clients with financial peace of mind that centers around the development and execution of a personalized, comprehensive financial plan.

NorthStar Wealth Navigation is seeking a motivated and analytical Associate Investment Analyst to join our dynamic Financial Planning and Investment Management team. In this entry-level to early-career role, you will be instrumental in supporting our team assisting in development and implementation of client portfolios, conducting in-depth research, performing data analysis, and assisting in the investment decision-making process. The ideal candidate has a strong interest in financial markets, excellent quantitative skills, and a commitment to accuracy and detail.

Primary Responsibilities:

•Trade Support: Support portfolio managers with day-to-day operations, including trade entry, cash flow monitoring, and ensuring that portfolios are within established investment guidelines and regulatory requirements.

•Reporting & Documentation: Prepare and present detailed reports and presentations on portfolio performance, asset allocation, and investment opportunities for both internal stakeholders and clients.

•Portfolio Monitoring & Analysis: Assist in the analysis of portfolio performance, identifying trends and providing insights to portfolio manager.

•Financial Modeling: Utilize financial software and modeling techniques (e.g., in Excel, Envestnet, Morningstar, YCharts) to forecast potential investment outcomes, assess risk, and evaluate new investment opportunities.

•Data Management: Maintain and update portfolio and investment management systems and databases, ensuring data integrity and accuracy.

•Market Research: Conduct industry and market research, staying abreast of economic indicators and developments to support investment strategies and recommendations.

•Collaboration: Work collaboratively with internal teams, including operations, risk management, and compliance, to ensure seamless execution of strategies, issue resolution and client support.

Required Qualifications:

•Education: Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.

•Insurance and Investment Industry Licensing: Life & Health, Securities Industry Essentials (SIE), Series 63, Series 7 must have these licenses within 12 months of hire date

•Analytical Skills: Strong analytical and quantitative skills, with a keen attention to detail and problem-solving abilities.

•Technical Proficiency: Proficiency in Microsoft Office, particularly advanced Excel skills (e.g., financial modeling), and experience with or ability to quickly learn financial software/data analysis tools (e.g., Morningstar, YCharts, Bloomberg,).

•Communication: Excellent written and verbal communication skills, with the ability to articulate complex financial information clearly.

•Work Ethic: Highly motivated, self-directed, and capable of managing multiple tasks and deadlines in a fast-paced, dynamic environment.

Preferred Experience:

• Prior internship or work experience in investment analysis, financial services, or a related role.

•Certifications: Progress toward a professional certification such as the CFA (Chartered Financial Analyst), APMA (Accredited Portfolio Management Advisor) or CIMA (Certified Investment Management Analyst).

Benefits & Compensation Competitive salary based on skills and experience. Company paid health, dental, vision, life insurance, and holidays. 401(k)/Roth 401(k) with company match. After 90 days, employees are also eligible for paid time off. We support, pay for, and incentivize continuing growth and education. The Associate Investment Analyst will work at our primary office located in Leawood, KS. NorthStar Wealth Navigation is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

To apply please email Danielle Samuels