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Senior Investment Research Analyst Jobs (NOW HIRING)

Envestnet

Senior Investment Research Analyst

Littleton, CO · Hybrid

$117K - $117K/yr

You'll work alongside experienced analysts and senior research leaders, contributing to both ... Creates financial models and recommends investment portfolios. Monitors, analyze, and provides ...

Envestnet

Senior Investment Research Analyst

Denver, CO · Hybrid

$117K - $117K/yr

You'll work alongside experienced analysts and senior research leaders, contributing to both ... Creates financial models and recommends investment portfolios. Monitors, analyze, and provides ...

Envestnet

Senior Investment Research Analyst

Littleton, CO · Hybrid

$117K - $117K/yr

You'll work alongside experienced analysts and senior research leaders, contributing to both ... Creates financial models and recommends investment portfolios. Monitors, analyze, and provides ...

CFA Institute

Investment Research Analyst

Dallas, TX · On-site

$90 - $140/hr

We are looking for an Investment Research Analyst who will be responsible for performing investment research and due diligence leading to investment recommendations for the firm's client advisors and ...

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Senior Investment Research Analyst information

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$51K

$111.4K

$117.5K

How much do senior investment research analyst jobs pay per year?

As of Aug 24, 2026, the average yearly pay for senior investment research analyst in the United States is $111,445.00, according to ZipRecruiter salary data. Most workers in this role earn between $116,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What does a senior investment research analyst do?

A Senior Investment Research Analyst is responsible for analyzing financial data, market trends, and economic conditions to guide investment decisions. They conduct in-depth research on companies, industries, and securities to provide recommendations to portfolio managers and clients. Their role often includes creating detailed reports, building financial models, and presenting findings to stakeholders. Senior analysts also mentor junior analysts and help shape investment strategies for their organization.

What are the key skills and qualifications needed to thrive as a senior investment research analyst?

To thrive as a Senior Investment Research Analyst, you need advanced analytical skills, strong financial modeling abilities, and typically a degree in finance, economics, or a related field, often complemented by a CFA designation. Mastery of tools like Bloomberg Terminal, Excel, and financial databases, as well as experience with statistical software, is commonly required. Exceptional critical thinking, attention to detail, and effective communication are crucial soft skills that distinguish top performers in this role. These competencies are essential for producing accurate investment insights, supporting sound decision-making, and conveying complex information to stakeholders.

How does a senior investment research analyst typically collaborate with portfolio managers and other team members?

As a Senior Investment Research Analyst, you will regularly collaborate with portfolio managers by presenting detailed research findings, investment recommendations, and market analysis to support portfolio construction and management decisions. You may also work closely with junior analysts to mentor them and review their research, ensuring high-quality output. Effective communication and teamwork are essential, as your analyses often serve as the basis for key investment decisions and strategy discussions within the team.

What is the difference between Senior Investment Research Analyst vs Investment Analyst?

AspectSenior Investment Research AnalystInvestment Analyst
QualificationsBachelor's degree, often CFA or similar certifications, experience in researchBachelor's degree, entry-level to mid-level, may pursue CFA
Work EnvironmentConducts in-depth research, analyzes market trends, prepares reportsSupports senior analysts, performs data gathering, initial analysis
ResponsibilitiesLead research projects, interpret complex data, advise on investmentsAssist in research, compile data, support decision-making

The Senior Investment Research Analyst typically has more experience, advanced certifications, and leads research efforts, while the Investment Analyst supports these activities with foundational analysis. Both roles are essential in investment firms, but the senior position involves greater responsibility and expertise.

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Senior Investment Research Analyst jobs near you
Infographic showing various Senior Investment Research Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 88% Full Time, 10% Part Time, and 1% Contract. Highlights an 78% Physical, 4% Hybrid, and 18% Remote job distribution, with an average salary of $111,445 per year, or $53.6 per hour.

Sr. Investment Research Analyst

Waldron Private Wealth

Wayne, PA • On-site

$105K - $105K/yr

Full-time

Posted 3 days ago

New

Job description

Waldron Private Wealth (Waldron) is looking for a Sr. Investment Research Analyst to conduct research on the economy and markets, perform due diligence on new and existing opportunities within both public and private markets, and drive the communication of key market events, investment outlooks, and asset allocation and investment decisions to the advisory staff.
In this role, you will:
  1. Act as a subject matter expert in one or more functions within the research team and manage assigned functions.
  2. Execute the due diligence process for new and existing investment strategies, working with team members to complete relevant reporting and communicating analysis of potential investments.
  3. Analyze and communicate drivers of investment performance within recommended asset allocations to internal team members.
  4. Understand and be able to communicate the investment philosophy and process to the Wealth Advisory team.
  5. Review reports for meetings of the Investment Strategy Group and Investment Committee and assist in the presentation of those materials.
  6. Complete monthly and quarterly investment commentaries and deliver market updates to the Wealth Advisory team and Portfolio Management team.
  7. Support the goals and visions outlined by the Investment Committee.
  8. Collaborate across teams to research new resources and technologies to add efficiencies to the investment process.
  9. Communicate with Client Portfolio Managers and Advisory teams for ad hoc client requests.
  10. Create monthly and quarterly due diligence reporting.
Education and Experience Requirements:
  1. Bachelor's Degree in finance or related field required.
  2. Minimum of four (4) years of investment research or wealth management experience required. Six (6) years preferred.
  3. Experience in the UHNW space preferred.
  4. Three (3) years of investment research experience within public and/or private markets required.
  5. CFA charterholder or another approved advanced credential required.
  6. Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP⁠®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

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