OneAscent · 13 hours ago
INVESTMENT ANALYST
Hoover,AL,US
Full-time
Onsite
Entry, Mid Level
2+ years expOneAscent is a growing, values-aligned RIA committed to helping people make financial decisions that align with their values. The Investment Analyst will conduct research and analysis on securities and asset classes, support portfolio managers, and prepare performance reports and client communications.
Financial ServicesImpact InvestingRetirement
Responsibilities
Conduct comprehensive research and analysis on securities, asset classes, and investment managers
Develop investment recommendations based on fundamental and quantitative analysis
Support portfolio managers with portfolio construction, performance attribution, and risk analysis
Monitor existing holdings and identify opportunities or concerns
Prepare investment commentary, performance reports, and client communications
Present research findings and recommendations to investment team
Qualification
Required
Bachelor's degree in finance, economics, or related field
2-4 years of investment research or analysis experience
Strong financial modeling and analytical skills
Series 7 and 63 licenses (or ability to obtain)
CFA Level 1 candidate or charterholder
Preferred
CFA Level 2 or Charter
Buy-side research experience
Advanced Excel and data analysis skills
Experience with Bloomberg or FactSet
Company
OneAscent
OneAscent provides financial planning, legacy coaching, retirement planning, taxation, estate planning, and investment management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brian Church
Chief Growth Officer (CRO)
TJ Claud
Chief Compliance Officer
Recent News
Birmingham Business Journal
2025-03-11
2025-03-04
Company data provided by crunchbase