Investment Analyst

Kestra Investment Management (KIM) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. KIM is a dedicated team of investment professionals focused on providing portfolio solutions to help meet long-term goals of clients.

Kestra-affiliated advisors can benefit from KIM’s cost-effective, flexible, and easy-to-use approach while taking advantage of a group of extremely experienced investment experts. KIM’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their investment capabilities for their clients.

Lead with Purpose. Partner with Impact.

The Investment Analyst position is within Kestra Investment Management and represents a unique opportunity to help architect, develop, and manage the firm’s market commentary and investment offerings. The Investment Management unit aims to provide a broad suite of investment solutions and expertise that financial professionals can use to help their clients.

This role will work directly with the Chief Investment Officer to research market and economic trends and communicate our views with advisors, clients and the public.

What You’ll Do

• Build and maintain up-to-date spreadsheets and charts with current economic indicators and market data.
• Assist in the development and maintenance of presentations used to communicate investment views to advisors and their clients.
• Analyze current and historical economic indicators and market data. Help identify topics of interest to the investing public and tailor our content accordingly.
• Monitor and analyze market and investment trends to identify potential opportunities and risks.
• Communicate research findings with the portfolio management team to assist the team in developing views that inform the investment decision making process.
• Manage calendar of content, including identifying appropriate and interesting topics, partnering with other individuals within the team, ensuring materials are ready and compliance-approved on time
• Draft and refine market commentary and investment insights, simplifying complex economic and market dynamics into clear, actionable narratives for financial advisors and their clients.

What You Bring

• Undergraduate degree from a four-year accredited college or university.
• 2-3+ years professional experience in economics and/or financial markets.
• Willingness to obtain industry licensing, such as the Series 65 or similar, as needed.
• Actively pursuing or current holder of the CFA designation preferred.
• Must possess superior analytical and communication skills, both verbal and written.
• Ability to work closely with other members of the team and take ownership of key projects.
• Demonstrate personal integrity, professionalism, and strong work ethic.
• Flexibility to work in a fast-paced, growing, entrepreneurial environment.
• Commitment to a culture of professionalism, accountability, client focus and teamwork.
• Genuine interest in and knowledge of financial markets, economic indicators, and investment principles.
• Proficiency in building and maintaining spreadsheets and charts via Microsoft Excel and Microsoft PowerPoint.
• Ability to work on multiple tasks at any one time while maintaining high quality standards.

Internal Application Policy

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.