Cetera Financial Group · 2 months ago
Investment Research Analyst
El Segundo, CA, United States
Full-time
Hybrid
Entry, Mid Level
$95K/yr - $125K/yr
2+ years expCetera Financial Group is currently seeking a highly motivated, detail-oriented Investment Analyst for our company’s office located in El Segundo, CA. The analyst will conduct investment research and data analysis, produce detailed evaluations and actionable recommendations on mutual funds, ETFs, and other investment vehicles, and collaborate with senior leadership to provide the best service to our institutional clients.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Gain a deep understanding of the investment methodology employed by our team
Perform detailed quantitative and qualitative research on mutual funds, exchange traded funds (ETFs), separate accounts and other investment types commonly used for retirement investing
Support the team’s recurring overall market analysis
Schedule and conduct interviews with portfolio managers and other key investment team members to gather more information about investment products, write notes on the meetings
Produce well-informed evaluations on the attributes of investment managers and present investment recommendations to the Investment Committee
Follow news and regulatory filings on investment strategies and provide insights and analyses on mutual fund and ETF developments
Collaborate on interdepartmental projects as needed, including preparation for new legislative rules implementation and related strategic programs
Ad hoc requests such as participating on investment review calls with institutional clients
Qualification
Required
Bachelor's Degree or equivalent
2–3 years of experience in the financial industry, ideally within the investment sector, with a focus on analyzing mutual funds and other pooled investment vehicles
Understanding of investment-oriented databases (e.g., Morningstar Direct, FI360) strongly preferred
Excellent written and verbal communication skills, strong presentation skills
Sound logic and reasoning with a demonstrable ability to ask the right questions and make informed decisions
The ability to see the bigger picture, distill information quickly, and identify performance driving factors
Preferred
Demonstrated passion for investing and good grasp of investment concepts
Great organizational skills
Some progress toward achieving the CFA designation preferred
Confident, self-motivated and self-disciplined
Solutions-focused; Derives satisfaction from investigative analysis, solving problems and guiding others
Results-oriented with strong intellectual curiosity
Benefits
Competitive performance-based bonus
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
H1B Sponsorship
Cetera Financial Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (5)
2022 (2)
2021 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Tom Gooley
Chief Operating Officer
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase