Salary: $50,000 – $70,000

Job Title: Investment Analyst

Job #: 5744

Location: Saratoga Springs, NY

Category: Financial Services

Position Type: Full-time, Direct-Hire

Description: We are seeking a driven, analytical, and team-oriented Investment Analyst to join our client’s growing investment and wealth management advisory firm. This in-office role offers hands-on experience supporting senior advisors across investment research, financial planning, client service, and firm growth initiatives.

The ideal candidate is a recent graduate or early-career professional motivated to build a long-term career in investment advisory, financial planning, and wealth management.

Responsibilities Include:

Support senior advisors in financial planning, portfolio construction, and investment research
Conduct market research and assist with investment due diligence
Assist with client onboarding and ongoing service and operational requests
Participate in internal strategy discussions and firm growth initiatives
Contribute to the firm’s digital presence, including research support, content ideation, analytics, or production assistance
Continuously develop technical knowledge, industry expertise, and professional skills
Track progress on projects and support team efficiency

Qualifications:

0–5 years of experience in finance, accounting, business, or a related field
Bachelor’s degree in Finance, Accounting, Business, Economics, or related discipline
Previous collegiate athletics experience is a plus
Strong analytical and problem-solving skills
Competitive, disciplined, and team-oriented mindset
Excellent written and verbal communication skills
Desire to grow into a long-term advisory or investment management role
Motivated to pursue professional certifications such as CFP, CFA, CAIA, or CPA

Hours & Benefits:

Monday–Friday, 8:00 AM – 5:00 PM
Performance-based bonus structure
Profit-sharing opportunities
Comprehensive benefits package

Walrath Recruiting, Inc.

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