Your Future Team:

At Twickenham Advisors, our four generations of advisors are deeply dedicated to our clients. We have deep roots, all tied to the rich history of Huntsville, Alabama; we are future-facing and thrilled to be part of the dynamic growth of this area and the people who make it special. We are trusted partners with the individuals, families and businesses we serve, while providing financial advice and investment guidance as true fiduciaries.

 

Summary of Position:

The Investment Analyst serves a dual role operationally and analytically working with existing and future team members. On the operations side you will manage and oversee existing technology relationships with vendors, exploring and evaluating new technology alternatives, understanding and improving end-to-end operational processes. In the investment analyst role, the position will work with the investment team. You will be responsible for executing trades in client accounts, analyzing current portfolios and positions, drafting Investment Policy Statements for clients, and performing due diligence on potential investment opportunities. You will report to the Director of Investments. #LI-Onsite

 

What You'll Do:

Manage analytical tools and processes Work effectively in a team environment Work with the trade team internally and at the custodial level Monitor portfolio, fund and security performance Perform trading functions Performance reporting on a monthly and ad hoc basis Ability to multi-task and prioritize in a fast-paced, system-oriented environment Security research and due diligence Assist the Director of Investments with projects Assist advisors in preparation of recommendations and proposals

What You'll Bring:

Bachelor's Degree or higher in Finance or related degree 3-5 years of investment experience Investment, Trading, or Portfolio Management related Experience desired Proficient in Microsoft Office (Excel, Word, PowerPoint, and Outlook) and file sharing services Experience with Fidelity, Schwab, Tamarac, and Envestnet trading platforms desired Series 7 and 66 licenses are a requirement. “Solutions-Focused” mindset and entrepreneurial spirit

Preferred:

CFA, CIMA or other industry specific designations preferred but not required. Ability and willingness to work towards these designations is required. Experience with SQL, Python or VBA.

What We Offer

Medical, Dental, and Vision Insurance 401k Matching Plan Paid Parental Leave Flexible PTO Plan

 

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

 

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

 

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.