OneDigital

Senior Investment Analyst (On-Site, Overland Park, Kansas)

OneDigital(4 days ago)

HybridFull TimeSenior$75,000 - $95,000
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About this role

The Senior Investment Analyst at OneDigital plays a vital role in managing and enhancing the investment platform for wealth management advisors. The position involves conducting sophisticated research, supporting mergers and acquisitions, analytics, reporting, and fostering client relationships across diverse asset classes, with some exposure to both public and private markets.

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Required Skills

  • Excel
  • Python
  • FactSet
  • Morningstar
  • Asset Management
  • Investment Research
  • Portfolio Analysis
  • Private Equity
  • Fixed Income
  • Equities
OneDigital

About OneDigital

onedigital.com

Access insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.

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