Quotient Wealth Partners · 7 hours ago
Associate Investment Analyst
DFW Metroplex
Full-time
Hybrid
Entry Level
2+ years expQuotient Wealth Partners is a modern, growth-minded organization committed to investing in the personal, professional, and financial development of their team. The Associate Investment Analyst supports the Investment Management division by conducting investment research and analytical work to inform the portfolio management and asset allocation processes.
Financial ServicesRisk ManagementWealth Management
Hiring Manager
Ashley Stoker, PMP
Responsibilities
Support portfolio management and asset allocation efforts across public and private markets
Run portfolio, performance, risk, liquidity, and exposure-based analytics
Conduct due diligence on investment managers, including alternative investments, hedge funds, and private equity
Assist with portfolio construction and model portfolio analytics
Communicate investment platform insights and solutions to advisors
Partner with advisors to prepare materials for prospect and client meetings
Monitor portfolios daily to ensure compliance with guidelines and investment policies
Prepare and present detailed portfolio updates, due diligence write-ups, and recommendation memos to senior leadership and the Investment Committee
Contribute to thematic investment research and help identify global market inefficiencies
Attend occasional conferences and industry events to gather market intelligence
Collaborate with legal, compliance, operations, and finance to ensure appropriate portfolio oversight and adherence to policies
Build advanced analytical skills and contribute to macroeconomic and cross-asset discussions
Engage with the team across equities, fixed income, real assets, alternatives, and multi‑asset strategies, actively challenging assumptions and investment views
Qualification
Required
2+ years of investment or asset management experience preferred (manager research or due diligence experience is a plus)
Bachelor's degree required with strong academic performance
Solid understanding of investment strategies, capital markets, and portfolio construction concepts
Strong quantitative skills and proficiency with statistical and analytical methods
Excellent written and verbal communication skills
Ability to conduct independent research and develop data‑driven recommendations
High proficiency in Excel and Microsoft Office; familiarity with portfolio analytics systems preferred
Advanced proficiency in Microsoft PowerPoint with the ability to design and deliver high‑quality presentations
Strong work ethic, intellectual curiosity, and a client‑centric mindset
Innovative use of AI tools (e.g., Copilot) to increase efficiency and analysis rigor
Preferred
CFA or CAIA designation (or progression toward either) preferred
Experience with tools such as SMArtX, Advyzon, Bloomberg, Morningstar Direct, or other portfolio analytics tools is a plus
Familiarity with portfolio analytics systems preferred
Benefits
Medical, Dental, and Vision Insurance
401(k) Plan with Employer Matching
Annual Performance-Based Bonuses
Flexible Paid Time Off (PTO) and Holidays
Continuing Education and Professional Development Support
Life and Disability Insurance
Employee Wellness Programs
Hybrid Work Schedule (4 days in-office, Fridays remote)
Parental Leave
Company
Quotient Wealth Partners
Quotient Wealth Partners offers investment advisory, financial planning, and portfolio management services for individuals and families.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bruce F. Fitzsimmons
Partner, Senior Wealth Advisor at Quotient Wealth Partners
James E. Warburton III, CFP®
Partner, Senior Wealth Advisor
Recent News
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