Research Analyst
CG Financial ServicesCharlotte, North Carolina, United States
Posted March 27, 2026
Full Time
About the Company
CG Advisor Network empowers independent advisors by giving them the freedom to focus on what matters most — their clients.
Job Description
CG Advisor Network is seeking a detail-oriented and analytical Research Analyst to support portfolio oversight, compliance auditing, and investment research. The role involves analyzing data, identifying discrepancies, and ensuring alignment with firm policies and client objectives.
Requirements
- Strong analytical mindset with a genuine interest in investment markets and data
- Valid Series 65 license required
- Advanced proficiency in Microsoft Excel for data analysis, reconciliation, and reporting
- Experience with portfolio rebalancing systems; familiarity with Orion Eclipse is a plus
- Working knowledge of trade processes, error resolution, and compliance best practices
- Strong written and verbal communication skills, with the ability to work effectively across internal teams and with Financial Advisors
Benefits
- Career Growth & Development
- Collaborative Environment
- Competitive Benefits
- Inclusive Culture
- Meaningful Impact
