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Hightower Advisors · 6 hours ago

Junior Research Analyst - Farr Miller & Washington

Washington, DC

Full-time

Onsite

Entry Level

$100K/yr - $120K/yr

1+ years exp

Hightower Advisors is a wealth management firm seeking a detail-oriented Junior Research Analyst to join their investment team. The role involves conducting investment research, analyzing market trends, and assisting with portfolio management and client reporting.

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

Responsibilities

Fundamental research on individual securities including equities, fixed income, and alternative investments

Analyze company financial statements, earnings reports, and industry trends. Monitor portfolio holdings and provide regular updates on material news, performance, and market developments

Help develop investment theses and drafting internal research reports

Track and analyze market trends, economic indicators, and sector performance

Support portfolio managers with data gathering, analysis, and trade execution preparation

Assist with portfolio rebalancing, tax‑loss harvesting analysis, and capital gains management

Maintain and update investment models, screening tools, and research dashboards

Help evaluate new investment strategies and opportunities

Participate in investment committee meetings and contribute research insights

Prepare client‑ready investment commentary and performance reports

Help create quarterly investment presentations and market updates

Help develop client proposals and investment policy statements

Maintain and update research databases and investment documentation

Collaborate with operations to ensure accurate portfolio data and reporting

Assist with CRM data entry and maintenance related to investment activities

Support implementation and enhancement of research and portfolio management technology

Participate in continuous improvement projects for research processes

Qualification

Investment ResearchFinancial AnalysisMicrosoft ExcelCFA Level IBloomberg TerminalPortfolio Management SoftwareCRM SystemsTax-Efficient InvestingWritten CommunicationVerbal CommunicationOrganizational SkillsTime ManagementTeam Collaboration

Required

Bachelor's degree in Finance, Economics, Accounting, or a related field

1–2 years of experience in investment research, financial analysis, or a related role

Strong proficiency in Microsoft Excel, including financial modeling and data analysis

Experience with financial statements and valuation methodologies

CFA Level I candidate or completion of CFA Level I exam (exceptions could be made for proper candidate)

Experience with Bloomberg Terminal, FactSet, Morningstar, or similar research platforms

Familiarity with portfolio management software and CRM systems. (Salesforce, Tamarac)

Understanding of tax-efficient investing strategies

Previous internship or work experience at an RIA, investment firm, or financial institution

Excellent written and verbal communication skills

Effective organizational and time‑management skills

Ability to work independently while contributing within a collaborative team environment

Series 65 license or willingness to obtain within 60–90 days of hire

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future

Benefits

Coverage on the first day of employment for medical, dental, and vision insurance

Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

Company

Hightower Advisors

Glassdoor4.1

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Founded in 2008

Westport, Connecticut, USA

201-500 employees