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Junior Investment Analyst
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Accuvest Global Advisors
Provo, UT (In Person)
$100,000 Salary, Full-Time
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Job Description
Junior Investment Analyst Accuvest Global Advisors Provo, UT Job Details Full-time From $100,000 a year 23 hours ago Benefits Profit sharing Health savings account Health insurance Dental insurance Flexible spending account Paid time off 401(k) 4% Match Parental leave Vision insurance 401(k) matching Qualifications Asset management Macroeconomics specialization Dashboard development Financial model construction Financial model development Investment management software AI tools proficiency Bloomberg Finance Bachelor's degree Quantitative analysis Company valuation Financial data analysis tools Equity research ChatGPT Full Job Description Accuvest Global Advisors was founded in 2005 and has served a global client base for over 20 years, helping Institutions, Financial Advisors and High Net-Worth clients carefully navigate increasingly complex global markets. The investment team has over 30 years of experience and has been working together for more than a decade. Accuvest is owned by Mosaic (MIG), a trusted partner to wealth managers and financial advisors, bringing over 40 years of expertise in private banking, capital markets, insurance, and corporate services. In aggregate, MIG, has over $1 Billion in platform assets across multiple jurisdictions, offering a comprehensive suite of financial products and services for clients directly and through our global Advisory partners. With a deep understanding of the unique needs of High Net-Worth (HNW) clients, Mosaic & Accuvest have spent decades fostering strong relationships and delivering meaningful counsel to both clients and their advisors. We are dedicated to empowering advisors, providing them with the tools, insights, and resources needed to thrive in a competitive landscape. With a legacy built on exceptional service and a client-centric approach, Mosaic continues to be a leading force in supporting advisors who seek to offer superior value to their clientele. Role Mission The mission of the Junior Investment Analyst is to support the CIO and investment team by producing rigorous, well-documented investment research, portfolio analytics, and monitoring insights that enhance the quality, consistency, and decision-readiness of Accuvest's investment strategies, with particular emphasis on the Alpha Brands equity portfolios. Role Scope & Governance This is a junior, supporting investment role. The Junior Investment Analyst is responsible for preparing research, analysis, models, and proposed recommendations for supervisory review. Final investment decisions, including portfolio allocations, security selection, trade implementation, and model changes, remain the responsibility of the CIO, and the Investment Committee in accordance with Accuvest governance and compliance standards.
Key Responsibilities Investment Research & Analysis:
- Conduct ETF and mutual fund research (objectives, structures, methodologies, factor exposures, holdings, and risk characteristics).
- Assist in fundamental equity research focused on business models, competitive advantages, financial quality, cash-flow generation, and valuation.
- Perform macroeconomic, thematic, and sector research to support portfolio positioning and risk assessment.
- Monitor market, sector, and company-specific developments relevant to existing or prospective holdings and summarize implications. Portfolio & Model Support (Non-Discretionary):
- Prepare portfolio performance, attribution, exposure, and risk analytics for regular investment reviews.
- In conjunction with the Investment Team, maintain and enhance macro risk dashboard.
- Support portfolio rebalance and allocation discussions by preparing scenarios, stress tests, and trade rationale materials.
- Maintain research inputs, monitoring dashboards & watchlists in Koyfin, and documentation underlying equity and fixed income model portfolios.
- Prepare draft model updates and documentation for review and approval by senior investment leadership.
Alpha Brands Strategy Support:
- Support security screening and ongoing monitoring for Alpha Brands equity strategies.
- Evaluate companies through the Alpha Brands framework, focusing on global household consumption, brand strength, and capital efficiency.
- Maintain and continuously improve internal Alpha Brands research files, screening tools, and documentation standards.
- Create & maintain ongoing consumer spending datapoints via the creation of a consumer spending dashboard, that helps inform stock selection.
Qualifications Required:
- Bachelor's degree in Finance, Economics, Business, or a related discipline.
- Strong interest in investment management and capital markets.
- Sound understanding of equities, fixed income, ETFs, and valuation concepts.
- Strong analytical, quantitative, and Excel modeling skills.
- Comfort leveraging AI tools (e.g., Copilot, ChatGPT) responsibly to improve productivity.
- Proficiency using Bloomberg terminal for all Accuvest portfolios.
Preferred:
- 3-5 years of experience in investment research, asset management, or wealth management.
- Experience with portfolio analytics, factor investing, or macro research frameworks.
- Demonstrated use of AI tools in financial analysis or research workflows.