Job Description

Your Passion. Your Purpose.

If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.

No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

To learn more about Rehmann, visit: https://www.rehmann.com/careers/

Job Description:

We are seeking a talented Investment Analyst to join our Rehmann Wealth Management team. This role will have a hybrid work schedule with 3 days in our Troy office (preferably Tuesday / Wednesday / Thursday with the rest of the team).

How You’ll Make an Impact at Rehmann:

• Conduct periodic analyses of investment and investment manager performance
• Perform ad hoc analyses of investment portfolios
• Generate output to facilitate quarterly review of model allocations
• Monitor market developments and provide recommendations related to portfolio positioning
• Provide oversight of model allocations and recommended managers
• Participate in development of market commentaries and other publications.
• Research, identify and present new software solutions or investment subscriptions to members of the Investment Department
• Complete a broad range of investment research assignments
• Perform necessary research and analysis when responding to requests to consider adding new investment managers to the List of Recommended Funds
• Execute trades based on model changes and Advisor requests on individual accounts
• Collaborate with advisors to onboard clients, implement investment strategies, communicate positioning, etc.

Your Desired Skills, Values & Experiences:

• Possesses a Bachelor’s Degree in finance, economics or related field
• Has 0-3 years of professional relevant work experience in the finance industry
• Possesses advanced technical knowledge in the areas of portfolio construction, asset allocation, and investment management
• Proficiency in the use of Investment Department technology such as Bloomberg, MPI, Zephyr, Morningstar, and/or other software used in the industry
• Proficient in related research (investments, insurance, financial planning, etc.)
• Proficient in Microsoft Excel
• Ability to manage time and prioritize tasks, including multiple priorities and demands
• Progress towards or desire to pursue CFA designation viewed favorably

We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

Rehmann is an Equal Opportunity Employer.