Cetera Financial Group

Investment Research Analyst

Cetera Financial Group$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or master's degree in finance, Economics, Data Science, or a related field.
  • Experience with financial modeling, data visualization, and statistical analysis.
  • Familiarity with investment concepts, portfolio theory, and asset allocation.
  • Excellent communication skills for translating complex data into actionable insights.
  • Prior experience in an RIA, asset management, or financial analytics environment is a plus.

Responsibilities

  • Conduct qualitative and quantitative research on macroeconomic trends and investment strategies.
  • Develop and maintain analytical tools and dashboards using Python, R, or other programming languages.
  • Automate data collection, cleaning, and reporting processes to enhance efficiency and accuracy.
  • Collaborate with portfolio managers to generate insights for investment decisions.
  • Back test strategies and build models to evaluate risk and return characteristics.
  • Present findings in clear formats for internal stakeholders and clients.
  • Stay current on financial markets, investment products, and emerging technologies in data science and finance.

Benefits

  • Hybrid work model providing flexibility.
  • Opportunity for continuous learning in finance and data science.
  • Chance to work closely with portfolio management professionals.
  • Exposure to the latest investment technologies and methodologies.
Full Job Description
Job Description

We are seeking a highly analytical and technically skilled individual to join our investment team. This role blends traditional investment research with modern data analysis and coding capabilities to support portfolio construction, asset allocation, and investment decision-making.
What will you do:
• Conduct qualitative and quantitative research on macroeconomic trends, asset classes, and investment strategies.
• Develop and maintain analytical tools and dashboards using Python, R, or other relevant programming languages.
• Automate data collection, cleaning, and reporting processes to improve efficiency and accuracy.
• Collaborate with portfolio managers to generate insights that inform investment decisions.
• Back test strategies and build models to evaluate risk and return characteristics.
• Present findings in clear, actionable formats for internal stakeholders and clients.
• Stay current on financial markets, investment products, and emerging technologies in data science and finance.
What you need to have:
• Bachelor's or master's degree in finance, Economics, Data Science, or a related field.
• Experience with financial modeling, data visualization, and statistical analysis.
• Familiarity with investment concepts, portfolio theory, and asset allocation.
• Excellent communication skills and ability to translate complex data into actionable insights.
• Prior experience in an RIA, asset management, or financial analytics environment is a plus.

#LI-Hybrid

About Cetera Financial Group

Cetera Financial Group is a network of independent broker-dealer firms that provide financial advice to individuals and small businesses. The company was founded in 2010 and is headquartered in El Segundo, California. Cetera Financial Group offers a range of services, including investment advice, financial planning, and insurance products. The company has over 8,000 financial advisors and manages over $200 billion in assets.
Learn more about Cetera Financial Group
Size
8,000 employees
Industry
Founded
2010

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