Job Title: SeniorInvestment Analyst

Position Summary

The Senior Investment Analyst position is a senior level position within the Investment Management Department at SFMG Wealth Advisors. The role involves assisting our advisors in meeting all of our clients’ investment related needs, providing thoughtful and informed analysis on portfolio positions, and helping make investment recommendations to the Investment Committee.

Level

Senior

Candidate Characteristic/Disposition

The ideal candidate must be detail and service-oriented, able to prioritize and manage multiple projects and work in a fast-paced environment. Applicant should have a mindset geared towards markets and investing, be team oriented, and possess strong communication and interactive skills.

Essential Functions Statement(s)

• Creating portfolio analysis reports for existing and prospective clients using tools such as Morningstar

• Preparation of in-depth portfolio allocation proposals that includes tax analysis, yield analysis, economic and market impacts on current positioning with recommended changes.

• Presentation of research data in weekly and monthly investment committee meetings

• Assist with preparation of monthly newsletter and special notices

• Responsible for monitoring existing model strategies and positions as well as recommending new ideas

• Support Chief Investment Officer and advisors on other investment and research related projects as needed

• Creating/updating review package materials for advisors

• Assist with due diligence of existing and future fund managers in both public and private markets

• Ability to understand and communicate alternative investment strategies

• Assist with maintenance and execution of trades needed in Trading / Rebalancing software

• Maintain and update alternative investment information and materials

• Facilitate communication and meeting scheduling with vendors, wholesalers, and fund managers

• Manage and run team meetings to prioritize workload of investment management team

Skills & Abilities

Education: Bachelor’s Degree in Accounting, Finance, or Economics; preferred

Experience: 3-5 years financial service or other relevant experience preferred. Pursuing or completion of the CFA® Program.

Computer Skills: Extensive background in Windows and Microsoft Office (Outlook, Word, Excel, and PowerPoint). Preferred but not required: Morningstar, OneNote, Teams.

SFMG Wealth Advisors

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