Sr. Analyst, Investment Research

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

The role requires a dynamic and vibrant personality. This person is a self-starter with a high sense of drive and a 100% high achiever mindset. Here are some personality traits that describe a perfect Investment Research Analyst: Smart, Driven, Professional, Service Oriented, Friendly, Helpful, Agile.

What To Expect

• Cultivate, maintain, and grow relationships with advisors and prospects
• Advisor Support as Investment Research Subject Matter Expert
• Portfolio Construction and transition analysis
• Support customized portfolio construction for high/ultra-high net worth clients working with the advisors and the Investment Research team
• Key role in execution and distribution of industry leading investment content
• Help conceive and develop effective investment content campaigns
• Ensure tasks are completed within tight deadlines
• Other tasks as required

What You Need

• Experience working with advisors and/or institutional separate accounts, commingled funds, and mutual funds and/or ETFs
• Strong organizational skills to manage on demand requests, projects, and daily duties
• Thorough knowledge of industry, specifically Investment and markets
• Must be able to work independently and in team environment
• Self-starter who is always finding ways to add value to the team
• Ability to present to large and small groups effectively
• Excellent verbal and written communication skills required
• Proficient in Excel, Word, PowerPoint, Morningstar Direct, FactSet
• Very high attention to detail
• Certified Investment Management Analyst (CIMA®) preferred but not required.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment.