Director, Research Analyst
Apply NowCompany: The Colony Group
Location: Chicago, IL 60629
Description:
Seeking the extraordinaryTM! We invite you to explore career opportunitiesat The Colony Group, where we seek the extraordinary in all that we do.
Withroots going back to 1986, The Colony Group is driven by one overarching vision:to be the leading financial advisory company in the world for clients and teammembers who seek meaning and joy in their lives. In our highly collaborativeculture, a focus on purpose, connection, lifelong learning, diversity andinclusion, sustainability, and leadership development is core to our collectivesuccess. We strive to attract, develop, and engage the best talent in theindustry to provide top investment, wealth and business management, tax, andother financial advisory services to high-net-worth and ultra-high-net-worthprivate and institutional clients. Across our hybrid working environment, weput our people first and focus on developing exciting career paths,prioritizing the physical and mental wellness of our people and offering aculture where the needs of our employees and clients come first. We are unitedby our commitment to teamwork, collaboration, doing meaningful work, and havingfun together, as well as fostering an environment where each person can thriveas part of a broader community.
JoinThe Colony Group in making your everyday extraordinary!
The Colony Group seeks a motivatedand qualified individual for the position of Director, Research Analyst. Theindividual selected for this opportunity will be distinguished in academicachievement and have the highest ethical and professional standards ofexcellence.
Primary responsibilities forthis position include:
Qualifications:
*Exempt
$175-200k
TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)!
Withroots going back to 1986, The Colony Group is driven by one overarching vision:to be the leading financial advisory company in the world for clients and teammembers who seek meaning and joy in their lives. In our highly collaborativeculture, a focus on purpose, connection, lifelong learning, diversity andinclusion, sustainability, and leadership development is core to our collectivesuccess. We strive to attract, develop, and engage the best talent in theindustry to provide top investment, wealth and business management, tax, andother financial advisory services to high-net-worth and ultra-high-net-worthprivate and institutional clients. Across our hybrid working environment, weput our people first and focus on developing exciting career paths,prioritizing the physical and mental wellness of our people and offering aculture where the needs of our employees and clients come first. We are unitedby our commitment to teamwork, collaboration, doing meaningful work, and havingfun together, as well as fostering an environment where each person can thriveas part of a broader community.
JoinThe Colony Group in making your everyday extraordinary!
The Colony Group seeks a motivatedand qualified individual for the position of Director, Research Analyst. Theindividual selected for this opportunity will be distinguished in academicachievement and have the highest ethical and professional standards ofexcellence.
Primary responsibilities forthis position include:
- Perform traditional, fundamental security analysis of companies and their markets, through analysis of financial statements, review of outside research, and interaction with company and industry contacts.
- Develop and maintain a thorough knowledge of assigned sectors.
- Develop an understanding of relevant companies within assigned sectors.
- Develop and maintain a recommended list within assigned sectors and actively offer recommendations for client portfolios.
- Educate and influence others through frequent written and oral communication.
- Provide input and guidance on macroeconomic environment and portfolio construction.
Qualifications:
- The ideal candidate will have 5 years of experience in equity/investment research.
- CFA designation (or current progress towards completion) is strongly preferred.
- Bachelor's degree in finance, economics, or accounting preferred.
- Strong understanding of equity markets, security analysis, financial modeling, asset allocation, and portfolio strategy.
- Advanced Excel proficiency, excellent communication skills, and proficiency for presenting arguments under pressure.
*Exempt
$175-200k
TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)!