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Investment Solutions Analyst Jobs (NOW HIRING)

NAL Syncreon

Solutions Analyst

Itasca, IL · On-site

As a Solutions Analyst, you will play a key role in identifying business challenges, translating ... What's more, we're reshaping the future by investing in innovation. From intelligent delivery ...

Syncreon

Solutions Analyst

Itasca, IL · On-site

As a Solutions Analyst, you will play a key role in identifying business challenges, translating ... What's more, we're reshaping the future by investing in innovation. From intelligent delivery ...

syncreon

Solutions Analyst

Itasca, IL · On-site

As a Solutions Analyst, you will play a key role in identifying business challenges, translating ... What's more, we're reshaping the future by investing in innovation. From intelligent delivery ...

jobr.pro

Director, Investment Solutions

Manhattan, NY · On-site

The Role The Senior Investment Strategy Analyst serves as a high-level subject matter expert within ... Reporting to the Director of Investment Solutions, this individual brings deep capital markets ...

SS&C Technologies

Solutions Analyst I

Boston, MA · On-site

Solutions Analyst I Locations: Boston OR Waltham MA Office - Hybrid 6x a month (Hiring locally only ... We invest heavily in our team with a comprehensive training program, peer coaching, and hands-on ...

SS&C

Solutions Analyst I

Boston, MA · Hybrid

Solutions Analyst I Locations: Boston OR Waltham MA Office - Hybrid 6x a month (Hiring locally only ... We invest heavily in our team with a comprehensive training program, peer coaching, and hands-on ...

Wellington Management

Investment Analyst

Boston, MA · On-site

Our investment solutions, tailored to the unique return and risk objectives of institutional ... ROLE AND RESPONSIBILITIESInvestment Analyst are members of product teams, which are led by an ...

PanAgora

Sr Analyst, Investment Compliance

Boston, MA · On-site

$90K - $150K/yr

We seek to provide investment solutions using sophisticated quantitative techniques that ... SUMMARY The Senior Analyst, Investment Compliance, is responsible for supporting the firm ...

Wellington Management

Investment Analyst

Boston, MA · On-site

Our investment solutions, tailored to the unique return and risk objectives of institutional ... ROLE AND RESPONSIBILITIESInvestment Analyst are members of product teams, which are led by an ...

Wellington Management

Investment Analyst

Boston, MA · On-site

Our investment solutions, tailored to the unique return and risk objectives of institutional ... ROLE & RESPONSIBILITIES The Investment Analyst will work as part of one or more product coverage ...

Wellington Management

Investment Analyst

Boston, MA · On-site

Our investment solutions, tailored to the unique return and risk objectives of institutional ... The role of an Investment Analyst requires demonstrated skills or knowledge of alternatives ...

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Investment Solutions Analyst information

See salary details

$35K

$85.8K

$133K

How much do investment solutions analyst jobs pay per year?

As of Sep 12, 2026, the average yearly pay for investment solutions analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

What does an investment solutions analyst do?

An Investment Solutions Analyst is responsible for researching, analyzing, and developing investment products and strategies to meet clients' financial goals. They assist in portfolio management, perform due diligence on investment opportunities, and collaborate with portfolio managers and clients to provide tailored investment recommendations. Analysts also monitor market trends, prepare reports, and ensure that investment solutions comply with regulatory requirements. Their work is crucial in helping clients make informed decisions and optimize their investments.

What are the key skills and qualifications needed to thrive as an investment solutions analyst?

To thrive as an Investment Solutions Analyst, you need strong analytical abilities, financial modeling expertise, and a solid understanding of investment products, typically backed by a degree in finance, economics, or a related field. Familiarity with tools like Excel, Bloomberg, Morningstar, and possibly CFA or similar certifications is highly beneficial. Exceptional communication, problem-solving skills, and attention to detail help you present complex financial concepts and work effectively with clients and colleagues. These skills are crucial for delivering tailored investment recommendations and supporting strategic financial decision-making for clients and the firm.

What are some typical challenges faced by investment solutions analysts when working with cross-functional teams?

Investment Solutions Analysts frequently collaborate with portfolio managers, sales teams, and product specialists, which can present challenges such as aligning diverse priorities and managing tight deadlines. Effective communication and adaptability are essential, as analysts must translate complex investment concepts for both technical and non-technical stakeholders. Additionally, balancing multiple projects while ensuring accuracy and compliance with regulatory standards can be demanding, but these experiences also help analysts develop strong project management and teamwork skills.

What are popular job titles related to Investment Solutions Analyst jobs?

For Investment Solutions Analyst jobs, the most frequently searched job titles are:

Infographic showing various Investment Solutions Analyst job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 8% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.

Analyst/Associate, Investment Solutions (Portfolio Consulting Team)

Austin, TX

Dimensional Fund Advisors
Finance and Insurance • 501 - 1,000 employees
Learn more about Dimensional Fund Advisorsexternal

Full-time

Re-posted 8 days ago

Job description

Job Description:

Dimensional's Investment Solutions Group acts as a source of specialized investment knowledge that delivers thought leadership, education and analysis to our clients through face-to-face interactions and compelling, informative content.

The Portfolio Consulting team provides a resource for clients who want to engage in discussions on asset allocation and fund selection. The team provides custom, in depth fund and portfolio analysis so that clients can make well informed investment decisions.

The Analyst/Associate will work with other members of the Investment Solutions Group, Portfolio Managers, and the Global Client Group with a focus on asset allocation, statistical analysis, bespoke client analytics and other projects. This position requires both technical proficiency and interpersonal communication skills.

Responsibilities

  • Collaborate with senior team members to develop portfolio analytics related to asset allocation and competitive analysis.

  • Manage multiple competing deadlines.

  • Independently analyze and interpret data to highlight relevant and useful insights for client engagements.

  • Identify creative/effective ways to visualize portfolio data and investment concepts.

  • Improve existing processes to help scale the business.

Qualifications

  • Bachelor's degree.

  • A passion for the asset management industry and capital markets.

  • Ability to contextualize detailed analysis (trees) in service of a strategic goal (forest).

  • Comfort working with large data sets.

  • Excellent analytical, interpersonal, and verbal communication skills.

  • Ability to articulate investment concepts.

  • Ability to resolve problems effectively and exercise independent judgement.

  • Motivated to self-teach skills and apply learned knowledge to relevant tasks.

  • Eager to learn and responsive to constructive feedback and guidance.

This role is not eligible for immigration sponsorship.

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.

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