Investment Analyst

Job Description

Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen

At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas.

We are only as good as those we are fortunate enough to work with, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love.

In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness.

Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital.

About the Position

Hamilton Capital is seeking a dynamic professional to join our Investment Management team. The Investment Analyst will analyze global investment classes, risk factors, macroeconomic conditions, investment managers, funds, and related investment issues within the scope of our firm's strategic approach, working under the direction of senior team members.

This role focuses on strategic asset allocation and portfolio construction rather than individual security selection. You will partner proactively with portfolio managers and the operations/trading team to execute portfolio strategies, primarily through funds and pooled investment vehicles across all asset classes. Additionally, you will support investment model development, testing, validation, and production of analytics that inform overall portfolio decisions.

Position Benefits

Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally

Thought leadership and innovative thinking are valued and rewarded

Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more

Individual and Team Incentive Plans

Complimentary Investment management and financial planning services

Primary Responsibilities

Participates as member of a team in building, proving, testing, and deploying analytical tools, models, and frameworks that support portfolio decision-making and asset allocation across various equity, fixed income, and alternative asset classes.

Performs quantitative and qualitative research under the direction of portfolio managers and other more senior team members.

Conducts macroeconomic, factor, risk, manager, and asset class research.

Communicates analysis results and portfolio allocations to senior team members, portfolio managers, and occasionally to advisors and clients.

Assesses sub-advisors/funds including US and non-US equities, alternative investments, and fixed income.

Analyzes sub-advisors' attributes of performance, process, and other characteristics.

Supports maintenance, special requests, and strategy-related trading as needed.

Applies investment strategies to 401(k) and 403(b) portfolios.

Oversees, monitors, and reports on trading process between the Investment Management team and Operations team.

Performs other duties as assigned to ensure superior investment team and company result.

Position Requirements

Demonstrable understanding of and passion for financial markets, macroeconomic fundamentals, and investment analysis required.

Completed bachelor's degree required.

Emphasis in business, economics, finance, or investments preferred.

Master's degree welcomed

Perceptible expertise in analytical modeling, consistent with experience, within Microsoft Excel or more advanced software required.

CFA charter holder or working actively toward charter highly desirable. May be required by firm to initiate pursuit of charter within a reasonable period.

2 - 5 years' experience in investment analysis, management, economics, finance, accounting, capital markets, or demonstrated success in a professional position of operations or leadership desired.

Skills and Traits

Effective user of MS Office products with ability to quickly learn other software.

Excellent analytical, relational, and organizational skills.

Strong quantitative skills.

Robust oral and written communication skills.

Personally accountable and responsible.

Applicant must be able to quickly adapt to new systems and learn the industry-specific software used by the firm.

Familiarity with the Bloomberg platform preferred.

Demonstrable programming ability in R, Python, or language of equivalent complexity welcomed.

Patience, preference, and appreciation for a process-driven methodical approach over short-term, tactical, technical, or trading oriented investment programs required.

For confidential consideration, submit your resume in PDF format only to

Full-time