Investment Analyst | Pittsburgh, Pennsylvania

Reference Number: MHH7350
Location: Pittsburgh, Pennsylvania

Judson Group has been retained by an established, fee-only RIA with over $5B in AUM in the search for an Investment Analyst. The Investment Analyst generates investment ideas/recommendations, conducts ongoing research coverage of existing portfolio holdings, ensures client portfolio alignment with investment strategies, communicates investment strategy and decisions to clients, and provides investment-related support to the firm’s financial advisors. The ideal candidate has experience analyzing portfolios, generating investment recommendations and client presentation experience.


  • Prepare, review, and maintain investment models and portfolio analytics reports.
  • Responsible for assisting in the constructing investment portfolios and communicating investment message to the firm’s investment committee and clients via phone and in-person meetings.
  • Responsible for monitoring accounts/investments/strategies and assisting financial advisors in selecting appropriate investment strategies for clients.
  • Comfortable splitting time between portfolio operations (trading/rebalancing), portfolio management and investment research.
  • Respond to client questions/inquiries in regards to portfolio holdings.
  • Work closely with Advisors and other firm members to ensure investment management activities are completed in a timely and accurate manner.
  • Maintain regular client communication, prepare for and attend client meetings, and exemplify top-notch client service.
  • Work proactively with client support and other members of the firm in ensuring top-notch client service.


  • Bachelor’s degree required; Advance degree a plus.
  • Progress CFA designations a plus.
  • Passion for equity security selection.
  • Strong communication and analytical skills with ability to present portfolio information and investment views to clients.
  • Not afraid to speak up and stand by a security.

Attractive base salary with excellent benefits package.

Location: Pittsburgh, Pennsylvania

Reference Number: MHH7350