Investment Analyst

Remote

Full-time

$105k – $125k

How to apply: Email your résumé (PDF) and a brief cover letter to ia@burksfinancialgroup.com. Use the subject line “Application – Investment Analyst”.

Apply Now

Support portfolio construction, manager due diligence, performance attribution, and investment reporting across discretionary and model-based strategies. You will partner with portfolio managers, research, and client teams to turn market data into disciplined recommendations for high-net-worth and institutional relationships.

Responsibilities

Prepare portfolio reviews, attribution analyses, and Investment Committee materials
Monitor model portfolios, allocation drift, and manager performance versus benchmarks
Conduct due diligence on funds, SMAs, and private-market opportunities
Build recurring dashboards and ad hoc analyses for leadership and advisory teams
Support rebalancing decisions, trade rationale, and post-trade review workflows
Translate investment data into clear written commentary for client-facing use

Requirements

3+ years in investment analysis, portfolio analytics, due diligence, or buy-side research
Strong foundation in asset allocation, manager research, performance attribution, and capital markets
Advanced Excel skills plus proficiency in Python or SQL for analysis and reporting
Experience with portfolio-accounting, reporting, or performance-measurement platforms
Bachelor's degree in Finance, Economics, Accounting, or related field
CFA Level I passed or progress toward the charter preferred

Benefits & Perks

100 % remote work with flexible scheduling across U.S. time zones
401(k) with 4 % dollar-for-dollar match, vested immediately
Comprehensive medical, dental, vision + HSA/FSA options
4 weeks PTO + 10 company holidays
$2 k annual learning stipend and paid CFA exam support
$1 k home-office & equipment allowance, refreshed every 3 years
Equity participation path for high-performing senior hires

Quick Apply

Ready to join our team? Send your cover letter and résumé to get started.

ia@burksfinancialgroup.com

About This Role

Department:

Research & Analytics

Reports To:

Operations Director

Start Date:

Immediate

Questions?

Our HR team is here to help with any questions about this role or our application process.

Contact HR

Other Opportunities

Explore our other open positions that might interest you.

Quantitative Researcher

Drive the next generation of our factor-based risk and forecasting models. You will work in a cloud-first environment, partnering with data engineers and portfolio managers to turn research into production-ready signals that power $2 B+ in client assets.

$125k – $140k

Customer Success Manager

Own the post-sale customer journey — from white-glove onboarding to renewals and growth. You will be the primary advocate for a portfolio of HNW and institutional clients, ensuring they maximise the value of our platform and advisory services.

$85k – $100k + bonus

Insurance Operations Specialist

Oversee the operational backbone of our insurance and risk-planning workflows, from case setup through policy issue and ongoing service. You will coordinate with advisors, carriers, and client service teams to keep applications, underwriting requirements, and policy records accurate, compliant, and on schedule.

$80k – $95k