Senior Analyst, Investment Research

Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm seeking a Senior Investment Research Analyst to join their Chief Investment Office. The role involves building strong relationships across the national advisory community and broader investment research team, communicating investment insights, and conducting quantitative and qualitative evaluations of investment opportunities.

Requirements

• Bachelor's degree
• 2–5 years of experience in finance, consulting, economics, or a related field
• Excellent organizational skills
• Exceptional oral and written communication skills
• Intellectually curious and proactive self-starter
• Strong interest in developing deep knowledge of financial markets and investment research
• Willingness to travel to other offices or cities

Benefits

• Comprehensive medical, vision, and dental coverage
• Flexible spending
• Flexible PTO
• Life insurance
• Education support
• 401k plan
• Parental leave