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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 ...

NextPhase Search

Investment Analyst

Boston, MA · On-site

Investment Analyst -- Private Investment Advisory Firm, Boston About the Company & Role Our client ... Take a lead role evaluating outside fund managers: running diligence meetings, assessing team and ...

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 ...

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 ...

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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 27, 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 89% Full Time, 6% Part Time, 1% Temporary, and 4% Contract. Highlights an 83% Physical, 7% Hybrid, and 10% Remote job distribution, with an average salary of $123,849 per year, or $59.5 per hour.
Investment Analyst

Investment Analyst

Kestra Holdings

Austin, TX • On-site

Full-time

Medical, Retirement

Posted 5 days ago

Job description

Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. KIM is a dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients. Kestra-affiliated advisors can benefit from KIM's cost-effective, flexible, and easy-to-use approach while taking advantage of a group of extremely experienced investment experts. KIM's advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their investment capabilities for their clients.
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's market commentary and investment offerings. The Investment Management unit aims to provide a broad suite of investment solutions and expertise that financial professionals can use to help their clients. This role will work directly with the Chief Investment Officer to research market and economic trends and communicate our views with advisors, clients and the public.
What You'll Do:
  • Build and maintain up-to-date spreadsheets and charts with current economic indicators and market data.
  • Assist in the development and maintenance of presentations used to communicate investment views to advisors and their clients.
  • Analyze current and historical economic indicators and market data. Help identify topics of interest to the investing public and tailor our content accordingly.
  • Monitor and analyze market and investment trends to identify potential opportunities and risks.
  • Communicate research findings with the portfolio management team to assist the team in developing views that inform the investment decision making process.
  • Manage calendar of content, including identifying appropriate and interesting topics, partnering with other individuals within the team, ensuring materials are ready and compliance-approved on time
  • Draft and refine market commentary and investment insights, simplifying complex economic and market dynamics into clear, actionable narratives for financial advisors and their clients.

What You Bring:
  • Undergraduate degree from a four-year accredited college or university.
  • 2-3+ years professional experience in economics and/or financial markets.
  • Willingness to obtain industry licensing, such as the Series 65 or similar, as needed.
  • Actively pursuing or current holder of the CFA designation preferred.
  • Must possess superior analytical and communication skills, both verbal and written.
  • Ability to work closely with other members of the team and take ownership of key projects.
  • Demonstrate personal integrity, professionalism, and strong work ethic.
  • Flexibility to work in a fast-paced, growing, entrepreneurial environment.
  • Commitment to a culture of professionalism, accountability, client focus and teamwork.
  • Genuine interest in and knowledge of financial markets, economic indicators, and investment principles.
  • Proficiency in building and maintaining spreadsheets and charts via Microsoft Excel and Microsoft PowerPoint.
  • Ability to work on multiple tasks at any one time while maintaining high quality standards.

Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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