Investment Analyst

Roswell, GA

A Significant and Meaningful Career Opportunity!

Founded in 1979, Ronald Blue &Co., LLC is one of the largest U.S. fee-only financial and investment consulting firms. Through 15 branch offices, we currently serve 5,000 clients and manage over $6 billion in investment assets. Our services, based on the application of timeless Biblical principles, include comprehensive financial and estate planning; investment analysis and management; tax planning and preparation and business services for individuals and organizations; fiduciary discharge and retirement plan services for 401(k) and 403(b) plan sponsors; and development and implementation of charitable giving strategies.

We are currently seeking anInvestment Analystto work in ourNational Home Officelocated inRoswell, GAwho will work with our Investment Policy Committee (IPC) and Investment Research Department to perform investment manager research. The qualified candidate will have strong computer and analytical skills, and passion for investments in the context of economics. This person will support all aspects of the investment process performed by the research department, including the analysis of the current economic environment and capital markets as well as the evaluation of investment managers. The responsibilities of this position include:

  • Provide investment research support for the Firm’s financial advisors and financial planners in branch office locations. Research includes analysis of current financial markets, updates on mutual funds and separate account performance and organizational changes.
  • Using Bloomberg, Morningstar and Zephyr, researches, selects, and monitors mutual funds and separate account managers. This process involves performing quantitative analyses on managers from various asset classes and reporting on findings.
  • Designs and builds marketing and client servicing tools
  • Designsasset allocated investment portfolios for the Firm’s financial advisors to use when providing discretionary investment solutions for clients. Requires understanding of how portfolio optimizers function.
  • Keeps abreast of investment products and economic indicators to assure a continued state-of-the-art investment solution lineup.
  • Educates branch office professionals on investment matters through quarterly conference calls and periodic commentaries on current investment trends/events as well as provides other individual investment training.

The successful candidate will exhibit:

  • Excellent and persuasive verbal and written communication and interpersonal skills
  • Intermediate to advanced skills in MS Office and Investment software such as Zephyr, Morningstar and Bloomberg, and a familiarity with iRebal or other rebalancing software
  • Ability to work effectively both independently and in a team environment
  • Strong servant leadership skills and desire to serve with excellence

This position requires a bachelor’s degree in Economics or Finance, a minimum 2 years of experience in an RIA, bank, trust company or similar; and the CFA designation or is a Level 3 CFA candidate.

This position is located at ourNational Home office which is located at:
300 Colonial Center Pkwy, Roswell, GA 30076

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