OTHER

FEED

UNKNOWN

This role bridges investment research, wealth strategies, portfolio oversight, and advisor support, ensuring that portfolios and strategies are implemented accurately, aligned with the firm's investment strategy, and periodically enhanced. Work as a member of the portfolio management team on managing Symmetry's ETF & Mutual Fund model portfolios, SMAs, and other strategies, including portfolio operations, sub-Advisor oversight, reporting and regulatory responsibilities.

Senior Investment Associate – Investments is a full-time, salaried, exempt position reporting to the head of the Investment team. The position supports the firm's investment team in the implementation, monitoring, and ongoing management of existing client portfolios as well as development of new strategies. This role bridges investment research, wealth strategies, portfolio oversight, and advisor support, ensuring that portfolios and strategies are implemented accurately, aligned with the firm's investment strategy, and periodically enhanced. Responsibilities:Strategy & Solutions Development:<ul><li>Contribute to the development of a robust pipeline of potential new products and solutions to enhance the firm's competitive positioning.</li><li>Collaborate with sales and distribution teams to identify gaps and opportunities in the firm's investment offerings.</li><li>Enhance existing models and strategies to align with market trends and emerging client demands.</li><li>Partner with implementation and operational teams, including on broker dealer platforms, to ensure the seamless onboarding of new products.</li><li>Support product launches with internal training, investment collateral, videos, and webinars.</li><li>Engage directly with advisors to introduce and demonstrate the value of new strategies.</li><li>Regularly review the product lineup to identify opportunities for filling gaps and diversifying offerings.</li></ul>Portfolio Management, Implementation & Trading<ul><li>Work as a member of the portfolio management team on managing Symmetry's ETF & Mutual Fund model portfolios, SMAs, and other strategies, including portfolio operations, sub-Advisor oversight, reporting and regulatory responsibilities.</li><li>Manage systematic model and strategy updates, ensuring smooth implementation.</li><li>Collaborate and consult with executive management on curation and evolution of Investment solutions.</li><li>Research new and enhanced implementation strategies and solutions.</li><li>Work with trading team on with tax-aware portfolio management, including tax-loss harvesting and gain management.</li></ul>Wealth Strategies<ul><li>Support OCIO relationships, including consulting with Advisors, developing portfolios, monitoring, and providing ongoing updates.</li><li>Research, recommend, and help onboard providers of Wealth Strategies services.</li><li>Work on case design proposals, including research, recommendations, and presentation.</li><li>Coordinate with operations and custodians to ensure accurate trade execution of Wealth Strategies accounts.</li></ul> Portfolio Maintenance & Enhancements<ul><li>Assist in maintaining the firm's model portfolios and asset allocation frameworks.</li><li>Research and recommend enhancements to the firm's model portfolios as well as individual funds and SMA strategies.</li><li>Ensure consistent implementation of model changes across client accounts on all platforms.</li></ul> Portfolio Monitoring & Analytics<ul><li>Regularly assess the firm's performance reporting framework and recommend enhancements to improve efficiency, accuracy, and presentation.</li><li>Monitor performance attribution analysis and assist with periodic reporting.</li><li>Monitor investment holdings and flag material changes in risk, performance, or strategy.</li></ul> Investment Research & Due Diligence:<ul><li>Evaluate investment managers, including strategy, performance attribution, risk profile, and organizational stability.</li><li>Evaluate investment strategies, including strategy, risk profile, and market positioning.</li><li>Assist with the selection and replacement of funds/managers/strategies.</li></ul> Market & Economic Research:<ul><li>Analyze macroeconomic trends, market developments, and new strategies.</li><li>Create and promote regular research notes and white papers</li><li>Help produce and present periodic market commentary and investment insights for advisors and investors.</li></ul> Advisor, Client, and Platform Support:<ul><li>Oversee the creation and timely updates of investment marketing materials, including factsheets, model allocations, performance collateral, commentary, etc.</li><li>Develop investment-related content to articulate the value proposition of proprietary strategies and support advisor and client engagement.</li><li>Provide internal and external training on strategies.</li><li>Provide internal guidance on portfolio construction and investment implementation.</li><li>Work with National Accounts to provide Research Support for adding new strategies to existing platforms as well as strategies on new platforms.</li></ul> Other Responsibilities:<ul><li>Oversee and mentor analysts, providing guidance to improve performance and team effectiveness.</li><li style="line-height:115%">Participate in setting firm investment policy as participant in Investment Committee meetings.</li><li style="line-height:115%">Support the sales team by joining client and advisor calls, providing insights, and addressing investment-related questions.</li><li>Perform any other duties reasonably related to the responsibilities described above.</li></ul> Minimum Competencies & Qualities:<ul><li>Bachelor's degree, preferably in finance, economics, or a related analytical field.</li><li>5 - 10 years of relevant experience in an investment-related field.</li><li>Chartered Financial Analyst® holder preferred -or completion of Levels I and/or Level II a plus.</li><li>Excellent critical thinking and analytical skills; ability to interpret financial and statistical information, demonstrating an understanding of measures/metrics and their relationship to financial performance.</li><li>Proficient in Microsoft Office Suite, with special expertise in Excel.</li><li>Experience with Morningstar and Bloomberg desired.</li><li>Strong understanding of portfolio construction and asset allocation.</li><li>Experience with systematic/ quantitative investment strategies.</li><li>Knowledge of portfolio trading and rebalancing processes.</li><li>Effective written and verbal communication skills; ability to present complex issues clearly.</li><li>Possesses good organizational and project management skills; ability to multi-task and prioritize competing tasks.</li><li>Ability to work independently or collaboratively on cross-functional projects.</li></ul>

HR & Talent Acquisition

Symmetry - Senior Investment Associate

Analysis Skills

Brokerage

Chartered Financial Analyst (CFA)

Communication Skills

Construction

Consulting

Cross-Functional

Economics

Establish Priorities

Finance

Fund Management

Investment Management

Investment Services

Investment Strategy

Market Research

Market Trend Analysis

Marketing

Mentoring

Metrics

Microsoft Office

Multitasking

Mutual Funds

National Sales

Onboarding

Organizational Skills

People Management

Performance Analysis

Performance Management

Performance Modeling

Portfolio Analysis

Presentation/Verbal Skills

Private Funding

Product Positioning

Product Reviews

Product Support

Product/Service Launch

Project/Program Management

Regulatory Reports

Risk

Sales

Sales Support

Strategic Planning

Tax Accounting

Team Player

Time Management

Trend Analysis

Webinar

Writing Skills

Talent Acquisition

YEAR

Overview:
As a Senior Financial Analyst you will play a critical role in supporting the financial planning, analysis, and strategic decision-making processes across the organization. You will partner closely with Finance leadership and cross-functional teams to deliver insightful financial analysis, forecasting, and reporting that drives business performance. You'll be expected to operate with a high degree of autonomy, analytical rigor, and business acumen, serving as a trusted advisor to leadership on financial trends, risks, and opportunities.

Responsibilities:
<ul><li>Lead the analysis of monthly, quarterly, and annual financial reporting packages, including variance analysis versus budget, forecast, and prior periods.</li><li>Partner with business leaders across departments (Sales, Operations, Marketing, HR, and IT) to understand performance drivers and provide actionable financial insights.</li><li>Analyze revenue, margin, operating expenses, and key KPIs; identify trends, risks, and opportunities, and present findings to senior leadership.</li><li>Support the annual budgeting process and ongoing reforecasting cycles, ensuring accuracy and alignment with business objectives.</li><li>Evaluate business cases, ROI analyses, and capital investment proposals; provide clear recommendations grounded in financial analysis.</li><li>Improve and automate financial reporting processes, dashboards, and tools to enhance efficiency and decision support.</li><li>Assist with ad hoc financial analysis, scenario modeling, and executive-level presentations as requested.</li><li>Ensure data integrity and consistency across financial systems and reports.</li><li>Other job duties as assigned.</li></ul>

Qualifications:
<ul><li>Advanced financial modeling, forecasting, and analytical skills.</li><li>Strong understanding of financial statements, accounting principles, and corporate finance concepts.</li><li>Ability to synthesize complex financial data into clear, concise insights for non-financial stakeholders.</li><li>High attention to detail with the ability to work under tight deadlines and manage competing priorities.</li><li>Excellent written and verbal communication skills, including executive-level presentation capabilities.</li><li>Advanced proficiency in Microsoft Excel; strong working knowledge of PowerPoint and financial reporting systems.</li><li>Self-starter with strong problem-solving skills and a continuous improvement mindset.</li><li>Baseline knowledge of AI and its application to analysis and process improvement.</li><li>Bachelor’s degree in Finance, Accounting, Economics, or a related field required</li><li>MBA, CPA, or CFA preferred but not required.</li><li>Minimum of 7+ years of progressive experience in financial analysis, FP&A, or a related finance role.</li><li>Experience supporting multi-location or growth-oriented organizations preferred.</li></ul> Benefits<ul style="list-style-type: disc;"><li>Medical, Dental, and Vision Insurance </li><li>Teammate Assistance Plan </li><li>Tuition Reimbursement </li><li>401k with 50% match up to 6% of your annual pay </li><li>Paid Time Off </li><li>Company Paid Holidays </li><li>Paid Volunteer Time </li><li>And more! </li></ul> <div>Empowered to be Extraordinary. We believe in our people. And that's why we empower you to develop a career path that supports your unique voice and talents. THE ESLER COMPANIES - RENEWAL BY ANDERSEN STORY Renewal by Andersen is the full-service window-replacement division of 120+ year-old Andersen Corporation, the owner of the most trusted family of window brands in America. RbA was founded to redefine the industry and offer a different—and better—window-replacement experience. Esler Companies is the holding company for Renewal by Andersen of Nevada, Arizona, Colorado, Oklahoma, North Texas, Central Texas, Greater Philadelphia, Southern New England and Portland, Maine, with sales and marketing engines in Northborough, Massachusetts & Austin, Texas. We are a proud equal-opportunity employer. We are committed to fair hiring practices and to creating a welcoming environment for all team members. Esler Companies LLC is committed to maintaining a safe, healthy, and drug-free workplace for all teammates. Please note that we participate in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Esler Companies will often use SMS to communicate with candidates. Candidates can choose to opt-out at any time. #ZR</div>

Posted Salary Range:
USD $120,000.00 - USD $150,000.00 /Yr.

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Investment Jobs in Norwich, CT

Symmetry - Senior Investment Associate HR & Talent Acquisition

Senior Financial Analyst Renewal by Andersen | Esler Companies

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