Investment Analyst

We started Altium by asking ourselves one simple and transformational question, “What would we want if we were clients?” We believe wealth is compelled by a higher sense of purpose. Our intentions far exceed wealth generation: we seek to empower our clients to create the life that they envision for themselves, their families, and their communities.

 

Altium is seeking a self-starting and motivated individual to join our growing investment team. This position is responsible for researching, modeling, analyzing, and preparing reports of various financial solutions for the firm’s clients and financial advisors. This individual will work directly with the firm’s Advisors and responsibilities will focus on analyzing the impact of various client financial outcomes based on financial and investments strategies and decisions.

 

If you are a self-starter with strong analytical skills and an eagerness to work and learn in a fast-paced environment, this may be the position for you!

 

Altium has five principles that you’ll find in our employees and our clients: envision a brighter future, seek truth, commit to excellence, embrace relationships, and lead selflessly. We strongly believe everyone possesses a unique genius, a quality that drives them. In that ability are the tools to achieve their purpose. We also believe that happiness and fulfillment are not the destination at the end of one's journey, rather, they are achieved in the journey itself.

 

Key Responsibilities:

  • Create investment analytics and proposals.

  • Provide detailed investment and financial performance reporting.

  • Build out financial planning, Monte Carlo, and other future cash-flow models.

  • Create/maintain aggregation portal of client’s balance sheet and income statements.

  • Analyze/prepare financial models and reports for life insurance and other financial strategies.

  • Document client scenarios and advice provided to clients.

 

Requirements:

  • Minimum Bachelor’s degree.

  • Minimum two to three years financial services experience.

  • Very strong attention to detail and strong organization skills

  • Willing to work or currently working towards CFA or CFP designation.

  • Strong Excel skills are a necessity.

  • Experience with the following tools a plus: Black Diamond or other performance reporting software, Bloomberg, Salesforce, eMoney or other planning and analytic tools.