Job Description

Job Description

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:

 

• Conduct investment manager due diligence, evaluating potential investment opportunities and providing comprehensive reports to the Investment Committee.
• Generate proposal reports and analysis crucial for servicing existing clients and supporting our sales team in business development efforts.
• Collaborate with internal teams to ensure accurate and timely delivery of investment recommendations and client deliverables.
• Communicate effectively with external partners, including retirement plan advisors, to gather necessary information and provide support as needed.
• Present investment recommendations and findings to the Investment Committee, contributing to strategic decision-making processes.
• Maintain and improve proprietary statistical models used for investment analysis and decision-making.
• Utilize Microsoft Office applications proficiently to create insightful presentations and reports.
• Demonstrate basic proficiency in computer programming languages such as Python, with the potential for testing during the interview process.

Why Join Us?

As an Investment Analyst at LeafHouse, you’ll play a crucial role in driving strategic investment decisions for a dynamic, growing firm.

We offer a competitive salary and bonus based on experience, comprehensive benefits, and the opportunity to excel in an environment that champions precision, innovation, and excellence.

We look forward to welcoming a dedicated professional to our team.

Requirements:

 

• Bachelor’s degree in economics, finance, accounting, or computer science.
• 0-3 years of experience in financial services, preferably with exposure to retirement plans.
• Must be a CFA charterholder or an active CFA candidate.
• Series 66 or 65 FINRA License.
• Excellent communication skills, with the ability to effectively engage with external partners.
• Internal motivation and a proactive approach to problem-solving.
• Mastery of Microsoft Office applications.

Benefits:

 

• 401(k) Available with company match
• Most medical, dental, and vision health coverage policies available for employees are covered by the company
• Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company
• Generous paid time off policy

Salary Range:

Starting at $70,000 annually + bonus are competitive and determined based on the candidate’s experience and qualifications.

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