Sr. Analyst - Investments - Finacial Planning & Analysis
Protective LifeSalary not specified
Full Time
Senior (5 to 8 years)
Advus - Investment Analyst at Foundation Risk Partners
Winter Park, Florida, United States
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Financial Services, Investment ManagementIndustries
Requirements
- Strong understanding of investment products, financial planning principles, and trading operations
- Proficiency in Microsoft Excel and other Office applications
- Excellent analytical, organizational, and communication skills
- High attention to detail and ability to manage multiple tasks in a fast-paced environment
- Experience with portfolio construction and performance attribution
- Familiarity with macroeconomic analysis and investment manager due diligence
- Exposure to alternative investments and advanced private wealth management
- Experience working in a Registered Investment Advisor (RIA) environment
- Bachelor’s degree in Finance, Economics, Accounting, or a related field
- Minimum of 3 years of experience in financial services, preferably in wealth management or investment advisory
- Actively pursuing the CFA or CFP designation (preferred)
- Proficiency in financial planning/trading platforms (e.g., Black Diamond, Morningstar, Bloomberg) (preferred)
- Strong technological literacy and a proactive learning mindset
Responsibilities
- Assist in the preparation and refinement of comprehensive financial plans tailored to high-net-worth individuals and families
- Execute equity, fixed income, mutual fund, and ETF trades across client accounts, ensuring accuracy and compliance with internal policies
- Contribute to macroeconomic and security-level research efforts, including data gathering, analysis, and presentation of findings to the investment committee
- Review client portfolios for alignment with investment objectives and implement rebalancing strategies as needed
- Prepare performance reports, market commentary, and client-ready materials to support advisor-client communications
- Work cross-functionally with advisors, compliance, and operations teams to ensure seamless client service and investment execution
Skills
Financial Planning
Trading Execution
Equity Trading
Fixed Income
Mutual Funds
ETFs
Investment Research
Macroeconomic Analysis
Portfolio Monitoring
Rebalancing
Performance Reporting
Microsoft Excel
Office Applications
Foundation Risk Partners
Insurance brokerage and consulting services
About Foundation Risk Partners
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.
Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation
Risks
Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.
Differentiation
Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.
Upsides
AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.
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