ZipRecruiter

Log In

1

Sr Investment Analyst Jobs (NOW HIRING)

Novant Health

Investment Analyst Senior

Charlotte, NC · On-site

$83K - $103K/yr

The Investment Analyst Senior position is a part of the Novant Asset Management Company's Public Markets Team and supports efforts related to the Public Markets portfolios (e.g., Global Equities ...

Stackinfra

Sr. Investment Analyst

Denver, CO · On-site

$106K - $115K/yr

The Sr. Investment Analyst will report directly to the Director of Finance and will play a central role in portfolio-level financial modeling, performance analysis, and decision support across the ...

Novo Nordisk

Senior Investment Analyst

Clayton, NC · On-site

$72K - $90K/yr

The Position Provides financial and analytical support across the investment lifecycle for DPM US ... Experience presenting recommendations to senior leadership and governance boards preferred

Novo Nordisk

Senior Investment Analyst

Clayton, NC · On-site

$72K - $90K/yr

The Position Provides financial and analytical support across the investment lifecycle for DPM US ... Experience presenting recommendations to senior leadership and governance boards preferred

Novo Nordisk

Senior Investment Analyst

Clayton, NC · On-site

$72K - $90K/yr

The Position Provides financial and analytical support across the investment lifecycle for DPM US ... Experience presenting recommendations to senior leadership and governance boards preferred

Ryan Companies

Senior Investment Analyst

Minneapolis, MN · On-site

$95K - $120K/yr

Ryan Companies is searching for a Senior Real Estate Investment Analyst in our Minneapolis office! This role will provide analytical support for Ryan-owned and developed projects across the Ryan ...

Morningstar, Inc.

Senior Investment Analyst

Chicago, IL · On-site +1

$116K - $125K/yr

Also, must have Chartered Financial Analyst (CFA) credential. This position also requires experience with investments, especially expertise in and knowledge of financial theory and the ability to ...

Morningstar, Inc.

Senior Investment Analyst

Chicago, IL · On-site

$116K - $125K/yr

Also, must have Chartered Financial Analyst (CFA) credential. This position also requires experience with investments, especially expertise in and knowledge of financial theory and the ability to ...

previous pagenext page

Showing results 21-40

All JobsFinance and Insurance JobsFinancial Services JobsFinancial Analyst JobsSr Investment Analyst Jobs

Sr Investment Analyst information

See salary details

$35K

$85.8K

$133K

How much do sr investment analyst jobs pay per year?

As of Sep 1, 2026, the average yearly pay for sr investment 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 a Sr Investment Analyst do?

A Sr Investment Analyst is responsible for researching and analyzing financial data to guide investment decisions for their organization or clients. They evaluate market trends, assess the performance of stocks, bonds, and other assets, and provide recommendations to portfolio managers or senior executives. In addition to conducting quantitative analysis, they may also prepare reports, create financial models, and help develop investment strategies. Their expertise helps ensure that investments align with financial goals and risk tolerance.

What are the key skills and qualifications needed to thrive as a Sr Investment Analyst?

To thrive as a Sr Investment Analyst, you need strong analytical and quantitative skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field—often supported by a CFA designation. Proficiency with financial modeling tools, Bloomberg Terminal, Excel, and investment management software is essential. Excellent communication, critical thinking, and attention to detail help distinguish top performers in this role. These skills and qualities are crucial for making sound investment recommendations, managing risks, and effectively communicating insights to stakeholders.

How does a Sr Investment Analyst typically collaborate with portfolio managers and other team members?

As a Sr Investment Analyst, you will work closely with portfolio managers to provide research-driven recommendations and support investment decision-making. This collaboration often involves presenting analysis on market trends, asset classes, and individual securities, as well as participating in strategy meetings. You’ll also coordinate with junior analysts, risk managers, and compliance professionals, ensuring all investment decisions align with organizational objectives and regulatory requirements. Strong communication and teamwork skills are essential for integrating your insights into the broader investment process.

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

AspectSr Investment AnalystInvestment Analyst
Required CredentialsBachelor's degree, CFA or similar certifications often preferredBachelor's degree, CFA optional but advantageous
Work EnvironmentFinancial firms, asset management, investment banksFinancial firms, asset management, investment banks
ResponsibilitiesAdvanced financial analysis, portfolio management support, mentoringFinancial analysis, research, supporting senior staff

The main difference between a Sr Investment Analyst and an Investment Analyst lies in experience, responsibilities, and level of expertise. Sr Investment Analysts typically handle more complex analysis, support portfolio decisions, and may mentor junior staff, whereas Investment Analysts focus on research and data gathering. Both roles are common in financial firms and require similar credentials, but the senior role demands more experience and advanced skills.

More about Sr Investment Analyst jobs

What cities are hiring for Sr Investment Analyst jobs?

Cities with the most Sr Investment Analyst job openings:

What states have the most Sr Investment Analyst jobs?

States with the most job openings for Sr Investment Analyst jobs include:

What job categories do people searching Sr Investment Analyst jobs look for?

The top searched job categories for Sr Investment Analyst jobs are:

Sr Investment Analyst jobs near you
Infographic showing various Sr Investment Analyst job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 85% Physical, 6% Hybrid, and 9% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.

Senior Investment Analyst

Waverly Advisors, LLC

Seattle, WA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.
In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.
We are seeking a Senior Investment Analyst to join our team in Seattle, WA. The ideal candidate will bring a strong investment background, with a focus on research and analysis within a multi-asset, diversified strategy environment. This role will analyze prospective client portfolios and financial positions to identify opportunities for improved diversification, risk management, tax efficiency, and overall portfolio optimization.
In addition, the Senior Investment Analyst will play a key role in strengthening Waverly's brand as a research-driven firm through both internal and external communications. This role will also be client-facing, with opportunities to present research findings, investment perspectives, and portfolio strategies directly to clients and stakeholders. This position also contributes to the growth and development of the investment team by providing training, mentorship, and knowledge sharing.
Responsibilities:
  • Develop customized investment recommendations and transition proposals for prospective clients, clearly articulating the value of the firm's investment philosophy and portfolio construction approach.
  • Participate in prospect and client meetings to present portfolio analyses, investment recommendations, and market perspectives, addressing questions and supporting business development efforts.
  • Produce research-related presentation materials for prospective and current clients in conjunction with the Investment Team and Marketing Department.
  • Collaborate with advisors to develop investment solutions that align with clients' financial goals, risk tolerances, liquidity needs, and long-term planning objectives.
  • Work collaboratively with regional teams, the Investment Committee, Portfolio Management Team, and advisors to develop, implement, and manage an investment vision and process that leads to improved client outcomes.
  • Prepare and maintain investment reports, portfolio reviews, and performance analyses for both internal and client-facing use.
  • Contribute to the ongoing enhancement of the firm's investment models, portfolio construction methodologies, and research processes.
  • Assist in regional portfolio management activities including portfolio reviews, rebalancing recommendations, cash management decisions, and implementation of approved investment strategies.
  • Serve as a technical investment resource for advisors by providing market insights, portfolio guidance, and thought leadership to support client relationships and business development initiatives.
  • Track industry developments, economic trends, regulatory changes, and market conditions to assess potential impacts on client portfolios and investment strategies.

Qualifications:
  • Education: Bachelor's Degree, MBA preferred.
  • Experience: Minimum of 5 years servicing clients and 5 years capital markets/investments experience, with minimum of 3 years supervisory responsibility.
  • CFA designation, preferred.
  • Series 65 licensing required.
  • Leadership capabilities, coupled with a demonstrated ability to motivate and encourage high performing teams.
  • Strong strategic and critical thinking skills in investment sense with high degree of investment acumen and demonstrated ability to partner effectively across different business units.
  • 5+ years progressive hands-on experience, preferably multi-asset, with experience leading an investment process & capability with client facing elements.
  • Strong background in data analysis, investment analysis, financial analysis.
  • Passion for investing, markets, investment and client specific research, and creating innovative solutions to meet needs of clients.
  • In depth experience and knowledge of markets and portfolio construction across multiple asset classes and numerous market segments.
  • Outstanding spoken and written communication skills with experience. producing high quality written materials for clients, media and other publications.
  • Proven communication and presentation skills.

Travel:
  • No travel is required.

Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Must be able to access and navigate each department at the organization's facilities.

Benefits:
  • Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
  • 401(k) retirement plan with match and profit sharing to help you invest in your future.
  • Twelve paid holidays each year.
  • An extra vacation day during your birthday week-so you can celebrate you!
  • Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
  • Compensation commensurate with experience.

Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.
#LI-JA1

Apply