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Senior Investment Research Analyst

Company: Advisor Group
Location: Atlanta
Posted on: January 15, 2019

Job Description:

Be a part of the team behind our success! At Advisor Group, we support more than 5,000 financial advisors, the people who help everyday Americans achieve their dreams. Were a billion-dollar business with the mentality and drive of a startup. Join us in building something special. Product Diligence Opportunity in Financial Services Senior Investment Research Analyst Location: 20 E Thomas Rd Suite 2000 Phoenix, AZ 85012 2300 Windy Ridge Parkway #750 Atlanta, GA 30339 7755 Third St. North Oakdale, MN 55128 Summary: The Senior Investment Research Analyst Serve as a key point of contact for the Investment Research Department, supporting relationships with other Advisor Group home office teams, financial advisors and product sponsors. Our chosen candidate will leverage existing relationships with, and knowledge of, product sponsors to facilitate effective investment research and due diligence processes. Keys: due diligence, investment research, product management Responsibilities:

  • Providing independent, objective investment guidance and timely, actionable insight to our network of financial advisors
  • Conducting initial and ongoing due diligence on annuities and insurance products to the Advisor Group investment platform
  • Creating and presenting carrier and product analysis and recommendations to the Advisor Group Product Review Committee
  • Providing quarterly analyst commentary on assigned asset classes for the Advisor Group Mutual Fund Reference List
  • Writing white papers on timely investment topics for distribution to our network of financial advisors
  • All other duties as assigned Education Requirements:
    • Bachelors degree in related field is required. Basic Requirements:
      • 7-10 years of experience in the financial services industry.
      • A minimum of 5 years of experience in due diligence and product research at the broker-dealer level, specifically related to packaged products.
      • Working knowledge of annuity and insurance products including analysis of sub-accounts, riders, and other features of the offerings.
      • Demonstrated ability to develop and maintain trusted relationships with all clients of the firm.
      • The ability to identify problems and/or issues and then propose and implement solutions with effective outcomes.
      • Strong analytical skills, with the ability to see all sides of an issue.
      • Exceptional verbal and written communication skills and track record of translating complex analytical information into actionable and financial advisor-friendly messages.
      • An ability to work independently as well as part of a team.
      • Demonstrated ability to establish priorities and meet goals.
      • Be proficient in Morningstar analytical tools, including Morningstar Direct, and in other industry analytical tools. Preferred Requirements:
        • Masters degree in business, finance, or related field, or the CFA charter, or demonstrating progress toward.
        • Licenses: Series 7 preferred

          Keywords: Advisor Group, Atlanta , Senior Investment Research Analyst, Professions , Atlanta, Georgia

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