Investment Strategy Analyst

ALKEME Insurance is seeking an Investment Strategy Analyst to join their growing Investment Team. This role involves managing and executing sophisticated investment strategies, collaborating with senior team members, and supporting daily operations to help clients achieve their financial goals.

What you'll do:

• Support the daily management of tax-managed SMAs, including portfolio optimization, tax-loss harvesting, and trade execution
• Develop a strong understanding of AE Direct and Strategic Index solutions, including their design, purpose, and trading methodology
• Partner with VPs and senior analysts on discovery calls to evaluate client suitability for direct indexing strategies
• Prepare trade proposals and recommendations for advisors and internal teams, ensuring they align with client objectives
• Execute approved trades within AE Wealth’s Order Management System (OMS) with accuracy and attention to detail
• Monitor portfolios to ensure trading stays within firm parameters, escalating issues when appropriate
• Assist in monitoring model portfolios to confirm adherence to tracking error and risk guidelines
• Compile and analyze monthly data for AEWM Strategic Index models, AE Direct models, and AE Direct Flex accounts
• Participate in meetings with internal teams and external partners to support ongoing investment initiatives
• Assist in the development of reporting packages for the sales team and capital markets meetings

What they're looking for:

• 1–2 years of experience in financial services, investment operations, or portfolio management
• Strong attention to detail and ability to execute tasks with precision and accuracy
• Solid understanding of investment concepts, products, and portfolio mechanics
• Analytical mindset with strong Excel skills; familiarity with OMS or portfolio management systems preferred
• Excellent communication skills and a team-first attitude
• Enthusiasm for learning and growing in a fast-paced, collaborative environment
• Bachelor's degree in finance, economics, business, or a related field
• Completion of the SIE exam, or Series 7, 66 (or 63/65) licenses
• Willingness to acquire CFA, CMT, or similar designation
• Experience with trade execution (equities and/or ETFs)
• Familiarity with listed index options and tax-efficient investment strategies

Benefits:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!