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

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.

Responsibilities

  • 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.

Competencies

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

Qualifications

  • 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 lallegra@btwealthllc.com.

 

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.

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