BT Wealth Management - Senior Analyst
Job Details
Experienced
Atlanta/Riverwood 200 - Atlanta, GA
Full Time
4 Year Degree
Accounting
Description

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 looking for a Senior Analyst to work closely with the Chief Investment Officer on the firm’s investment program, with a focus on public markets. The Senior Analyst will play a vital role in manager selection and investment monitoring, as well as macroeconomic research and asset allocation.

Responsibilities

  • Perform investment research and make well-researched, high conviction recommendations.
  • Perform strategy and operational due diligence on managers, ETFs, and other pooled vehicles.
  • Make strategic and tactical asset allocation recommendations supported by both qualitative and quantitative analysis.
  • Assist advisers in supporting client relationships, in whatever form required. We are a small firm and adhere to an all hands on deck mentality when it comes to serving our clients.
  • Enhance the investment discussion, based on evidence and reason, in a collegial atmosphere. We strive for a smart, driven research team willing to challenge, and be challenged.

Competencies

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

  • Strong verbal and written communication skills. We deal with a complex subjects that must be delivered in a comprehensible manner to a wide range of audiences.
  • Ability to structure responsibilities and meet deadlines while maintaining an exploratory mindset. We have a day-to-day job that must be done well, but a successful investment program also requires curiosity and creativity that cannot be reduced to a checklist.
  • Strong technical skills that demonstrate a bottom-up understanding on capital markets and facility with the principles underlying portfolio construction.
  • Interpersonal skills that deepen our network within the investing universe and drive new ideas.
  • Willingness to be the lone dissenting voice in a room.
Qualifications

Qualifications

  • Bachelor’s degree from an accredited institution.
  • Experience making investment recommendations within an investment team.
  • Strong excel skills, with experience performing statistical analysis preferred.
  • 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 attach a cover letter and resume to your application.

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.

Apply