Investment Research Analyst Rensselaer, NY Posted: 5/13/2025
Job Description
Job ID#:
4652
Job Category:
Analyst
A well-established and growing investment advisory team located near Albany, NY is seeking a highly analytical Investment Research Analyst to support advisory services for defined contribution retirement plans, pension plans, and other institutional investment clients. This position plays a key role in delivering in-depth investment research, fund analysis, and performance reporting.
Responsibilities of the Investment Research Analyst will include:
Provide research and support for investment advisory services, primarily focused on defined contribution retirement plans and other institutional portfolios
Collaborate with advisory and relationship management teams to deliver investment insights and portfolio recommendations
Evaluate plan investment menus and assist in constructing fund lineups that align with client objectives
Conduct investment due diligence, monitor fund performance, and support quarterly reviews
Participate in fund manager meetings and assist senior leadership in investment decision-making
Present investment performance results and recommendations to plan sponsors during quarterly and annual reviews
Maintain and manage investment reporting tools and liaise with third-party software providers
Produce market recaps, fund tracking updates, and investment commentary for internal and client use
Assist with proposals and support the advisory team in sales presentations and RFP responses
Help develop and maintain intellectual content on market trends and investment topics
Stay current on stable value funds and broader investment landscape
Job Requirements
Qualifications of the Investment Research Analyst:
Bachelor's degree in finance, economics, business, or related field
Minimum 4 years of experience in investment research, retirement plan consulting, or financial services
FINRA SIE, Series 7 and 66 (or Series 63 & 65) licenses required or obtainable within 6 months of hire
NYS Life, Accident & Health Insurance License (or obtain within 6 months)
Strong communication skills with confidence in presenting to groups and clients
Excellent attention to detail, organization, and ability to meet deadlines in a fast-paced environment
Comfortable working in both team-based and virtual environments
Proficiency with Microsoft Office (Excel, PowerPoint, Outlook, Word)
Willingness to travel approximately 10-20% across the northeastern U.S.
Pay for this position is commensurate with experience and education, ranging roughly from $90,000 - $95,000.
To see a full listing of all our open positions, please visit: https://www.redshiftrecruiting.com/jobs-hiring-near-me
redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.
