- Location
- Charlotte, NC · Charlotte, North Carolina, United States
- Department
- Investment Management
- Seniority
- Senior
- Source
- Greenhouse
Description
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
OPENING SUMMARY
Choreo is seeking a detail-oriented, analytical, and intellectually curious individual to join our Investment Strategy Group as an Analyst. Reporting to the Chief Investment Officer, this role will support the development and communication of the firm’s investment outlook, portfolio strategy, asset allocation guidance, and macroeconomic insights. The Analyst will work closely with senior investment professionals and advisors and contribute to both client-facing and internal investment initiatives.
Primary Responsibilities:
Research & Analysis:
- Research macroeconomic data, financial markets, and asset class performance to support investment strategy decisions in both public and private markets.
- Monitor market trends, policy developments, and geopolitical events to assess potential investment impacts.
- Manage due diligence recordkeeping for the firm’s approved list funds and managers.
Portfolio Strategy & Asset Allocation:
- Support the development and maintenance of strategic asset allocation models for client portfolios.
- Prepare investment proposals for clients and prospects and support calls on an as needed basis.
Reporting & Communication:
- Prepare market commentaries, investment strategy notes, and research presentations for internal and external audiences.
- Maintain and update charts.
- Participate in client and prospect calls as needed as the investment team representative.
- Manage the Investment Strategy Group’s internal shared email box, triaging questions from advisors.
Basic Qualifications:
- Bachelor’s degree in Finance, Economics, Statistics, or a related field; CFA designation or progress towards a CFA designation is preferred.
- 5-10 years of relevant experience in investment research, strategy, asset management, or financial services.
- Strong understanding of capital markets, asset classes, and macroeconomic concepts.
- Exceptional analytical, quantitative, and problem-solving skills.
- Proficiency with Microsoft Excel and PowerPoint required; exposure to YCharts is a nice to have
- Ability to efficiently incorporate and analyze data, augmented with a robust AI background.
- Strong written and verbal communication skills, with the ability to distill complex topics for a broad audience.
- Demonstrated ability to work independently and in a team-oriented, fast-paced environment.
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.