Investment Analyst

We are possibility engineers.

As Chief Investment Officers, we partner with our clients to help them achieve missions and build legacies that endure for generations to come. We set out over 35 years ago to transform the investment management industry for the benefit of our clients and that is exactly what we are still doing today. We are dedicated to serving as our clients’ outsourced investment office, reducing the time and resources required internally to achieve world-class investment results. We take an approach that is completely personalized, building custom-designed investment solutions to meet our clients’ unique goals. Our solutions open possibilities for greater cures, more education, smoother retirement and future generations. Learn more about us at our website:

As an Investment Analyst, you will work as a key partner with middle office and our Portfolio Managers to help deliver the highest level of service to our clients. You will be responsible for:

• Maintaining thorough knowledge of each client and account
• Understanding complex investment concepts and translating them into clear, actionable insights for clients
• Articulating our investment philosophy and process to clients and Centers of Influence
• Demonstrating interest in and knowledge of capital markets, including a strong understanding of financial instruments, investment strategies, and market trends
• Collaborating with Portfolio Managers and providing trade recommendations for client accounts through deep understanding of client portfolios and investment strategy
• Attending client meetings and building relationships with the clients we serve
• Working in Bloomberg to curate custom client portfolio information and projections
• Working with in-house wealth management software to keep updated and accurate client financial information
• Producing and maintaining custom client reporting materials and documents that support account maintenance
• Learning and developing proficiency in various technology resources that will be vital for success within the firm (Bloomberg, Black Diamond, Red Black, Tableau)
• Updating and maintaining tools and dashboards to provide transparency and metrics on client development
• Partnering with our Client Engagement team to design prospect presentations
• Monitoring client portfolios to ensure alignment with asset allocation objectives
• Assisting with developing asset allocation recommendations

Competencies for success:

• You have excellent written and oral communication skills that you use to communicate internally and externally.
• You have a client-first mindset and the ability to understand and act upon the needs of the firm, clients and internal partners.
• You are enthusiastic and responsive with excellent follow-through to ensure all issues are brought to resolution.
• You possess a strong understanding of capital markets and stay current on trends and developments to inform decision-making and strategy.
• You are well-organized and can complete projects in a dynamic work environment. This includes a strong ability to multitask.
• You are dedicated to excellence. You dot the I’s and cross the T’s and exhibit attention to detail in every aspect of your work.
• You have an outstanding work ethic and are willing to jump in to help with tasks outside of your direct role to accomplish what our clients need.
• You have a desire for continued professional development through participation in firm-sponsored training programs and the pursuit of advanced professional designations (CFA, CFP, CIPM).

Qualifications:

• Bachelor’s Degree
• At least 2 years of experience in financial services
• Advanced Excel and PowerPoint skills

At Hirtle, Callaghan & Co., we don’t just accept difference – we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.

No agencies please.