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Lead Investment Analyst Jobs (NOW HIRING)

Kestra Holdings

Investment Analyst

Austin, TX · On-site

Lead with Purpose. Partner with Impact. The Investment Analyst position is within Kestra Investment Management and represents a unique opportunity to help architect, develop, and manage the firm ...

NorthShore

Investment Analyst Senior

Evanston, IL · On-site

$57.91 - $89.76/hr

Participate in and lead diligence trips to conferences or onsite meetings with investment managers to further diligence and industry research * Analyze co-investment opportunities and assist in the ...

Endeavor Health

Investment Analyst Senior

Evanston, IL

$57.91 - $89.76/hr

Participate in and lead diligence trips to conferences or onsite meetings with investment managers to further diligence and industry research * Analyze co-investment opportunities and assist in the ...

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Lead Investment Analyst information

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$60.5K

$123.8K

$175K

How much do lead investment analyst jobs pay per year?

As of Jul 17, 2026, the average yearly pay for lead investment analyst in the United States is $123,849.00, according to ZipRecruiter salary data. Most workers in this role earn between $98,000.00 and $153,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Lead Investment Analyst, and why are they important?

To thrive as a Lead Investment Analyst, you need deep expertise in financial analysis, investment strategies, and market research, usually supported by a bachelor's or master's degree in finance, economics, or a related field and often the CFA designation. Advanced proficiency in financial modeling tools, Bloomberg Terminal, and data analytics platforms is critical. Strong leadership, critical thinking, and communication skills set top performers apart by enabling effective team management and clear investment recommendations. These abilities are crucial for making informed investment decisions, guiding teams, and delivering value to clients or stakeholders.

How does a Lead Investment Analyst typically collaborate with other departments within a financial organization?

A Lead Investment Analyst frequently works cross-functionally, partnering with teams such as portfolio management, risk assessment, and research to inform investment strategies and decisions. They often coordinate with compliance and legal departments to ensure all recommendations adhere to regulatory standards. Regular interaction with client relationship managers is also common, as they help translate complex financial analyses into actionable insights for clients. This collaborative environment requires strong communication and project management skills to align multiple stakeholders toward achieving organizational investment goals.

What does a Lead Investment Analyst do?

A Lead Investment Analyst is responsible for overseeing investment research, analyzing financial data, and guiding investment strategies for their organization or clients. They evaluate market trends, assess risks, and provide recommendations to maximize returns on investments. Additionally, Lead Investment Analysts may supervise a team of analysts, ensure thorough due diligence, and present findings to senior management or stakeholders. Their role is crucial in making informed decisions that align with the organization's financial goals.

What is the difference between Lead Investment Analyst vs Investment Analyst?

AspectLead Investment AnalystInvestment Analyst
ResponsibilitiesOversees investment research, guides team, makes strategic recommendationsConducts research, analyzes data, supports investment decisions
Experience & CredentialsTypically 5+ years, relevant certifications (CFA), leadership skillsEntry to mid-level, often pursuing certifications like CFA
Work EnvironmentSenior team member, often in a managerial settingCollaborative, analytical role within investment teams

The main difference between a Lead Investment Analyst and an Investment Analyst lies in responsibility level and experience. The Lead Investment Analyst manages research teams and makes strategic decisions, while the Investment Analyst focuses on data analysis and supporting investment processes. Both roles require strong analytical skills and relevant certifications, but the Lead position involves leadership and strategic oversight.

More about Lead Investment Analyst jobs
What job categories do people searching Lead Investment Analyst jobs look for? The top searched job categories for Lead Investment Analyst jobs are:
Lead Investment Analyst jobs near you
Infographic showing various Lead Investment Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $123,849 per year, or $59.5 per hour.

Lead Investment Operations Analyst

QBE Insurance Group Limited

New York, NY • On-site

$124K - $186K/yr

Full-time

Life, Retirement, PTO

Re-posted 13 days ago

Job description

Primary Details
Time Type: Full time
Worker Type: Employee
The Opportunity
Group Investments are currently seeking a Senior Investment Operations Analyst to be based in New York. The purpose of this role is to work closely with the team located in New York, and Sydney to ensure operational coverage across all time zones and geographies. The key focus of the role is to support our global trading desks over the trade life cycle, provide effective day-to-day exception management, completion of reconciliations, security data management, and ensuring the timeliness of valuations.
• Location: New York, NY
• Work Arrangement: hybrid working expectations
• The starting salary for this role is between $124,500.00 and $186,500.00
Your new role
  • Working collaboratively with trade desks and external partners globally to ensure GI's trade life cycle is managed and supported across all locations in a timely and efficient manner. Minimized instances of trades failing.
  • Administering Investment Systems, focusing on functional correctness within systems ensuring all information is up to date - security setup, integration flows and reconciliations, system queries and workflow maintenance.
  • Ensuring transactional activity and data is appropriately processed, recorded and maintained in an accurate, efficient, timely, scalable and controlled environment across all of QBE's investment portfolios and geographies.
  • Supporting both internal and external audit processes to enable accurate and effective assessment of controls and activities.
  • Engagement and collaboration with key stakeholders to determine key areas of improvement in existing processes.
  • Contributing to the effective day-to-day relationship management and oversight of external service providers, partners and data vendors to ensure services of the highest standards are received by Group Investments.
  • Building and maintaining relationships with key internal and external stakeholders to ensure user requirements are met, and to facilitate efficient operational workflow and data management.
  • Ensuring that all processes are documented and up-to-date.
  • Proactively providing internal and external stakeholders with required or requested technical investment operational expertise and support over the trade life cycle.
  • Consistently displaying and encouraging the QBE DNA Behaviors.
  • Providing support to management to ensure that people, resources and processes are aligned with business needs and 'fit for purpose'.
  • Determining own work priorities and activities in line with agreed plans to ensure the achievement of personal and team objectives.

Required Education
  • Bachelor's degree or higher in a relevant discipline and/or relevant industry experience/training, e.g. funds manager, custodian or administrator with a global reach and focus.

Required Experience
  • Minimum 5 years' experience in an Investment Operations environment.
  • Very good knowledge of investment instruments (fixed income, equities, derivatives) for purposes of trade matching, settlement and corporate actions. Experience with managed mandates preferred
  • Hands-on knowledge of investment systems (BlackRock Aladdin, Simcorp Dimension Bloomberg, eFront and CTM preferable).
  • Good knowledge of OTC financial products, in particular unlisted unit trusts and private investments.

Preferred Competencies/Skills
  • Up-to-date and in-depth knowledge of industry standards relevant to role.
  • Good understanding of investment markets and related risk and compliance practices.
  • Knowledge of fixed income key metrics (e.g. Duration, Spread Duration, Yield, etc.).
  • Excellent communication (written, verbal and presentation) and influencing skills.
  • Ability to build effective relationships with senior managers and other key stakeholders.
  • Strong analytical skills, with attention to detail and a thorough approach to problem-solving.
  • Works effectively within time constraints and is resilient under pressure.
  • Ability to effectively manage relationships with external service providers.
  • Understanding of collateral management, LOCs and trust account structures
  • Ability to work both independently and collaboratively within a fast-paced, team-oriented environment.
  • Relevant industry courses and accreditation.

Compensation Package: The salary range for this role is provided above. This is the national range for location(s) listed. The salary offer will be decided based on the role's complexity, its location, and the candidate's professional background, including their education and experience. Beyond the base salary, regular full-time and part-time employees will also be eligible for QBE's annual discretionary bonus plan based on business and individual performance. We encourage all candidates to apply, even if their salary expectations fall outside of this range, as we are committed to finding the right fit for our team.
QBE Benefits: We offer a range of benefits to help provide holistic support for your work life, whatever your circumstances. As a QBE employee you will have access to:
  • Hybrid Working - a mix of working from home and in the office
  • 22 weeks of paid leave for family growth, with 12 weeks available to all parents on a gender-equal basis
  • Competitive 401(k) program with company match up to 8%
  • Well-being program including holistic wellbeing coaching, gym membership, confidential counselling, financial and legal advice
  • Tuition Reimbursement for professional certifications, and continuing education
  • Employee Network and Community - QBE actively supports six Employee Networks, and many ways to give back to your community

To learn more, click here: Benefits | QBE US.
Why QBE? What if you could have a positive impact - at work and in the world?
At QBE, we're enabling a more resilient future - for our customers, communities, environment, and for our people. We're building momentum to achieve something significant and know our people are at the center of our success.
Our industry offers interesting and varied careers where you can help people to protect what matters most. As part of the QBE team, you'll get to spend every day working with people who are passionate, talented and kind. And our international scale means we're big enough for your ambitions, yet small enough for you to make a real impact.
Join us now, so you can be part of our success - and we can be part of yours!
https://www.linkedin.com/company/qbe-north-america/
QBE is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with QBE, please inform our Talent Acquisition team to let us know the nature of your accommodation request and your contact information.
Equal Employment Opportunity:
QBE provides equal employment opportunities to applicants and employees without regard to race; color; gender; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; protected veteran status; or disability or any other legally protected status.
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States on a full-time basis without the need for current or future sponsorship.
Supplementary information
Skills:
Analytical Thinking, Communication, Critical Thinking, Customer Service, Detail-Oriented, Emotional Intelligence, Financial Management, Financial Modeling, Financial Products, Intentional collaboration, Managing performance, Operational Audits, Portfolio Management, Risk Management, Stakeholder Management
How to Apply:
To submit your application, click "Apply" and follow the step by step process.
Equal Employment Opportunity:
QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.

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