Senior Analyst
Senior Analyst
Atlanta/Riverwood 200 - Atlanta, GA
Full Time
4 Year Degree

Senior Analyst

BT Wealth Management (“BTWM”) is an independent, fee-only Registered Investment Advisor that provides comprehensive investment management and financial planning services to high-net-worth individuals and families. We take pride in our culture and are looking to add a talented individual seeking to be part of a dynamic, growing wealth management firm.

BTWM is seeking an experienced, efficient, and detail-oriented Senior Analyst for our growing business.  This role will be responsible for researching, analyzing, interpreting and presenting data related to markets, operations, finance/accounting, economics, and clients. Utilizing statistical, economic, and data modeling techniques and tools, the BTWM Research Analyst will provide insights to support intelligent business or organizational decision-making.


  • Conduct due diligence on managers, research a range of investment vehicles, monitor investments independently, and make recommendations for use in client portfolios.
  • Provide research and input on strategic and tactical asset allocation guidelines and adapt model portfolios to specific client circumstances.
  • Compile and analyze investment performance data and risk factors.
  • Support client relationships alongside advisers to implement the client’s investment strategy and effectively communicate the strategic and tactical asset allocation.
  • Analyze a wide range of asset allocation frameworks and provide clear, concise analysis.
  • Engage and debate investment decisions across public and private markets, based on evidence and reason, in a collegial atmosphere.


The following competencies outline some of the characteristics that we expect to contribute to the success of this position:

Interpersonal Skills

  • Ability to have a positive impact on the people around you
  • Is proactive and can anticipate the needs of those the role supports
  • Strong communication skills

Self Leadership Skills

  • Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts
  • Ability to manage multiple projects and competing priorities without missing deadlines
  • Maintains a high level of attention to detail and is highly organized
  • Can adapt to changing priorities and conditions throughout the day or week
  • Ability to respond calmly and maintain performance standards in a busy office setting
  • Ability to maintain high service standards and problem-solve effectively when faced with new challenges
  • Energetic and positive attitude with a willingness to learn
  • Self-motivated with a commitment to excellence and high quality standards


  • Bachelor’s degree with emphasis in finance, computer science, business management and administration, economics, or a related major preferred.
  • Competence with the fundamentals of stock and bond analysis.
  • Facility with the principles underlying portfolio construction and experience building model portfolios, as well as adapting models to meet specific client needs.
  • Strong excel and data analytic skills needed to analyze and manipulate large complex data sets using a variety of software applications.
  • Experienced at performing statistical analysis.
  • Strong communication, attention to detail, time management and interpersonal skills
  • Ability to thrive in a team-based and collaborative environment.
  • Experience analyzing alternative investments a plus.
  • Self-motivated with a commitment to excellence and a high level of integrity.

If you believe you would be a good fit for our team and would like to be considered for this position, please send a cover letter and resume to Lorrie Allegra at


Bennett Thrasher is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.