Job SummaryKey Deliverables and ResponsibilitiesThe Investment Analystis responsiblefor helping the Investment Products & Research team manage research and due diligence efforts. The right individual will have excellent analytical capability with an excellent work ethic and some experience or demonstrated capability in the investment industry.
What You'll Do:
InvestmentAnalysis: Track, evaluate and perform due diligencefor our investment advisory offeringsacross Liquid Markets(Equities and Fixed Income), Structured Products, and Alternatives. Prepare ad hoc and ongoing investment analysis to be shared with colleagues and in weekly investment team meetings.
Collaboration: Work closely withour client solutions, investment product, andperformanceteams to improve processes.May be asked to support our structured product efforts from time to timeincluding working in our SIMON platform.
What We Are Looking ForPreferred Qualifications:
Location:Phoenix, AZ or Fairfield, IA - Hybrid in-office 3x/week
Salary Range:$75,000-85,000/year
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
You can find more details about our comprehensive benefits packagehere.
Company Overview:
At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our corevalues-integrity, commitment, flexibility, andkindness-we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models-RIA, corporate RIA, hybrid, fee-only, and brokerage-and offers a broad selection of investment solutions with no proprietary products.
For further information about Cambridge, please visithttps://www.joincambridge.com/