Job Description
About LeafHouse:
A technology company dedicated to developing investment solutions for the retirement plan industry. LeafHouse specializes in creating investment solutions for retirement plans including investment fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, IRA & HSA offerings, and enterprise technology solutions. The firm has the organizational strength and technological platform to meet the needs of clients and partners. LeafHouse collaborates with plan sponsors, advisors, recordkeepers, investment managers, and administrators to develop creative solutions and build partnerships. The firm aims to make people’s financial lives better providing strong client service, modernizing technologies, increasing communication, and improving data insights. Job Description: We are seeking an Investment Analyst to join our growing and dynamic team. The Analyst will report to the SVP, Investments & Analytics. The Investment Analyst role at LeafHouse is pivotal in supporting the firm’s mission to deliver exceptional investment solutions. This position involves conducting in-depth market research, analyzing financial data, and evaluating investment opportunities to inform strategic decisions. The Investment Analyst collaborates with management, data, and technology teams. The Analyst will work with clients & partners, monitor investments, assess risk, and develop tailored strategies that align with client objectives. With a focus on innovation, this role drives LeafHouse’s commitment to achieving optimal outcomes for clients. This role is in person at our office in Austin, TX. Key Responsibilities:Powered by JazzHR
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