Investment Analyst

Schechter Wealth


The Investment Analyst (“IA”) applies their analytical skills, financial planning acumen, and an understanding of our philosophy and
methodology to the creation of client-ready proposals, financial planning analyses, and recommendations.

Gain Stronger & More Diverse Industry Experience Working with High Net Worth Clientele

• Immediate exposure to many distinct areas of financial services – investments, insurance products, private equity, real estate, alternatives, and others – providing a strong foundation of industry working knowledge
• Direct involvement working (and learning) alongside principals and partners driving business
• Tailored avenues for career growth with merit-based recognition and reward incentive programs

Essential Job Functions

• Utilize financial and investment analysis to determine the most effective financial planning solutions for clients based on their objectives
• Develop written and graphical materials, including client-ready proposals and presentations
• Collaborate and build effective relationships with the Principals, Analysts, Advisors, and Vendors
• Continuously improve our external and internal deliverables, analysis methodologies, and operational processes


• 1 – 10 years of experience in an investment analysis or finance-related role
• High personal interest in investment analysis or financial planning with historical evidence and examples of your personal dedication in these areas
• Bachelors Degree

Required Skills

• Superior analytical, interpersonal, and project management skills, including the ability to manage multiple projects simultaneously
• Ability to present and interact with teammates, vendors, and clients
• Exceptional verbal and written communication skills
• Experience with MS Office—Word, Excel and Outlook
• Ability to manage time and prioritize tasks, including multiple priorities and demands
• Exceptional attention to detail, and a commitment to excellence, thought leadership, and rigor in every aspect of your professional life
• Intermediate-to-advanced Excel modeling skills and a strong academic and practical understanding of financial planning and analysis

Please send your resume to

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