Senior Investment Analyst jobs in United States
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The Mather Group, LLC · 1 day ago

Senior Investment Analyst

positionChicago, IL
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

The Mather Group, LLC is seeking a Senior Analyst to join their dynamic portfolio management team. This role involves assisting with portfolio transitions, model construction and analysis, and setting asset allocation strategies while also supporting business development efforts and attending client meetings as a subject matter expert.

Financial Services
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Growth Opportunities

Responsibilities

Participate in integration of TMG investment strategy with acquired partner firms
Develop and execute recommendations for onboarding portfolios
Deliver the TMG Value Proposition and consolidate outside assets
Ensure retention of TMG clients
Act as a subject matter expert for TMG’s investment offerings with internal stakeholders
Meet with prospects and TMG clients to propose investment strategies, grow firm AUM and acquire wallet share
Stay informed on global market trends and contribute ideas for new investment strategies
Adhere to compliance standards set by FINRA, SEC, and other governing entities
Maintain technical competence by staying updated on industry developments
Assist with research and selection of new investment opportunities
Assist in ad-hoc projects to improve firm operational efficiency and fulfill compliance requirements
Develop personalized investment recommendations and provide investment instructions to trade desk
Propose adjustments to TMG portfolios and facilitate allocation updates
Engage in financial modeling and ad hoc investment research projects
Collaborate with internal teams to support informed investment decisions aligned with the firm’s strategy
Take lead investment role on assigned book of client relationships and lead client meetings

Qualification

CFA progressEquity markets knowledgeInvestment strategiesMicrosoft ExcelAnalytical skillsVBAPythonAttention to detailCommunication skills

Required

Bachelor's degree and 3+ years of relevant professional work experience
Series 65 or able to obtain as condition of employment
Intermediate knowledge of equity markets and investment strategies
Demonstrated analytical skills
Strong attention to detail
Proficiency in Microsoft Excel, including familiarity with VBA and Python
Excellent communication abilities, both written and verbal

Preferred

Progress towards CFA or advanced graduate degree (i.e., MBA)

Company

The Mather Group, LLC

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Glassdoor3.9
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You don’t get one advisor, you get The Mather Group.
dateFounded in 2011
location
Chicago, Illinois, USA
people-size51-200 employees
web-link
https://www.themathergroup.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Vistria Group
2022-04-06Private Equity

Leadership Team

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Jennifer des Groseilliers
Chief Executive Officer
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John Laurito
Chief Growth Officer
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Recent News

Business Wire
The Mather Group Announces Partnership With Napa Wealth Management, Expanding Presence in Northern California
2025-11-15
Morningstar.com
The Mather Group Appoints John Laurito as Chief Growth Officer
2025-10-21
Morningstar.com
Multimillionaires might face higher taxes under Trump. Here are the money moves they could make now to trim their tax bill.
2025-05-16
Company data provided by crunchbase