Research Analyst

Our client in the financial services industry is looking for a Research Analyst to join their team in Walnut Creek


Job Description:

  • Perform research on investments and financial products
  • Help maintain investment models and various research materials
  • Compile documentation to prepare for quarterly Investment Committee Meetings
  • Assist with business operational duties
  • Help troubleshoot in house technology issues and liaise with IT vendor for systems upgrades
  • Perform research and recommend new technology



  • Series 7 license
  • Experience in the financial services, real estate or related industries
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in related field and a minimum of 3 years’ relevant experience

Ref #24771

Dora DangResearch Analyst