Investment Analyst, Investment Strategy Group Job at Choreo, Columbia, MD

Rk1zaTVMOUtvdEVucllCTTlBcVJGS0JqZlE9PQ==
  • Choreo
  • Columbia, MD

Job Description

Job Description

Job Description

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

Choreo is seeking a detail-oriented, analytical, and intellectually curious individual to join our Investment Strategy Group as an Analyst. Reporting to the Chief Investment Officer, this role will support the development and communication of the firm's investment outlook, portfolio strategy, asset allocation guidance, and macroeconomic insights. The Analyst will work closely with senior investment professionals and advisors and contribute to both client-facing and internal investment initiatives.

Primary Responsibilities:

Research & Analysis:

  • Research macroeconomic data, financial markets, and asset class performance to support investment strategy decisions.
  • Monitor market trends, policy developments, and geopolitical events to assess potential investment impacts.
  • Manage due diligence recordkeeping for the firm's approved list funds and managers.

Portfolio Strategy & Asset Allocation:

  • Support the development and maintenance of strategic asset allocation models for client portfolios.
  • Prepare investment proposals for clients and prospects.

Reporting & Communication:

  • Prepare market commentaries, investment strategy notes, and research presentations for internal and external audiences.
  • Maintain and update charts.
  • Participate in client calls as an investment specialist.
  • Manage the Investment Strategy Group's internal shared email box, triaging questions from advisors.

Basic Qualifications:

  • Bachelor's degree in Finance, Economics, Statistics, or a related field; progress towards a CFA designation is preferred
  • 1–3 years of relevant experience in investment research, strategy, asset management, or financial services
  • Strong understanding of capital markets, asset classes, and macroeconomic concepts
  • Exceptional analytical, quantitative, and problem-solving skills
  • Proficiency with Microsoft Excel and PowerPoint required; exposure to YCharts is a nice to have
  • Strong written and verbal communication skills, with the ability to distill complex topics for a broad audience
  • Demonstrated ability to work independently and in a team-oriented, fast-paced environment

Employee Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:

  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave

​​ Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

Job Tags

Similar Jobs

Integrated Healthcare Services

Travel Behavioral Health Technician Job at Integrated Healthcare Services

 ...Job Description Integrated Healthcare Services is seeking a travel Behavioral Health Technician for a travel job in New York, New York. Job Description & Requirements ~ Specialty: Behavioral Health Technician ~ Discipline: Allied Health Professional ~ Duration... 

Atrium Hospitality

Restaurant Server Job at Atrium Hospitality

 ...Coverage - Medical, dental, and vision insurance options. Paid Time Off & Vacation - Enjoy exclusive Atrium Traveler and brand...  ...deliver food and beverage orders accurately and efficiently Process guest payments and ensure proper reporting of tips Maintain cleanliness... 

lululemon

Assistant Manager, Guest Experience | Summit Sierra, Reno Job at lululemon

 ...Assistant Manager, Guest Experience | Summit Sierra, Reno Join lululemon as the Assistant Manager, Guest Experience in our Summit Sierra store in Reno. Be among the first 25 applicants. Who We Are lululemon is an innovative performance apparel company focusing... 

Headway

Licensed Clinical Social Worker Job at Headway

""" Licensed Clinical Social Worker (LCSW) Wage: Between $95-$122 an hour Licensed Clinical Social Worker Are you ready to launch...  ...audit support and ongoing resources. - Expansive coverage: Work with the plans that most clients use, including Medicare... 

Jim Mitchell and Jed Davis, P.A.

Attorney - General Practice (On-Site) Job at Jim Mitchell and Jed Davis, P.A.

Jim Mitchell & Jed Davis, P.A. is a growing general practice law firm seeking a skilled Attorney to assist with civil litigation, criminal matters, and real estate work. This role requires on-site presence in our Augusta office and offers meaningful case involvement within...