Investment Analyst

About the Company

Members' Wealth is a young wealth management firm based in Media, Pennsylvania, established in 2023 with a long-term goal of creating a durable organization that serves clients exceptionally well and offers meaningful career growth for talented professionals. The firm focuses on helping successful individuals and families protect what they have built, grow assets carefully, and create lasting legacies. It is being developed as an institution with strong people, modern technology, continuous process improvement, and a culture that supports leadership development.

Role Overview

The Investment Analyst will support the firm’s investment management work by partnering closely with the Chief Investment Officer and the broader investment team. The position involves trade execution, investment research, portfolio monitoring, process improvement, and ensuring client portfolios meet the firm’s standards. This is a hands-on role with exposure to many parts of portfolio management, not just trading, and it is intended to provide a strong foundation for a long-term career in investment management.

Key Responsibilities

• Carry out trades in equities, ETFs, mutual funds, and fixed income securities.
• Track portfolios for allocation drift, cash levels, tax-related opportunities, and model updates.
• Support portfolio rebalancing and implementation activities.
• Make sure trading activity aligns with investment guidelines and regulatory rules.
• Research managers, ETFs, mutual funds, and individual securities.
• Study market conditions, economic developments, and portfolio risk factors.
• Assist with due diligence for new investment opportunities.
• Help prepare materials for investment committee discussions and portfolio recommendations.
• Build performance, attribution, allocation, and risk reporting.
• Create or improve analytical tools and reporting methods.
• Look for ways to strengthen portfolio management workflows and processes.
• Work with advisors on investment-related questions and client support needs.
• Prepare client meeting materials and portfolio analysis documents.
• Help explain portfolio changes and investment decisions to internal stakeholders.
• Respond quickly and professionally to investment-related inquiries.
• Support improvements to the systems and processes that power the investment platform.
• Use technology and AI to improve efficiency, consistency, and scalability.
• Document best practices and share ideas that enhance the client experience.

What Success Looks Like

• Building trust with advisors and colleagues.
• Executing trades with strong accuracy and careful attention to detail.
• Gaining a strong understanding of the firm’s investment philosophy and portfolio construction approach.
• Providing meaningful research that supports investment decisions.
• Improving at least one investment workflow or process.
• Growing into a trusted contributor on the investment team.

Candidate Profile

• Genuine interest in markets and investing.
• Enjoys analytical problem-solving.
• Very detail-oriented and precise.
• Curious by nature and committed to ongoing learning.
• Self-directed and comfortable taking initiative.
• Communicates clearly and professionally.
• Values humility, integrity, and collaboration.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a closely related subject.
• CFA charterholder status or active progress toward the CFA designation is preferred.
• Strong analytical and quantitative capability.
• Solid working knowledge of Microsoft Excel.
• Experience using portfolio management software.

Why Join Members' Wealth

• Direct learning from experienced investment professionals.
• Exposure to sophisticated portfolios for high-net-worth clients.
• Hands-on experience in portfolio management, research, and trading.
• Opportunity to help build scalable investment systems and processes.
• Growth with a firm that is actively investing in its future.

Company Values

The firm operates around four core principles: preserve what matters most, grow through continuous learning and improvement, endure by building systems that last beyond individuals, and evolve as markets, technology, and client needs change. Members' Wealth emphasizes team-based excellence, where professionals help raise one another’s standards over time.

Equal Opportunity Statement

Members’ Wealth LLC is an equal opportunity employer. Employment decisions are made without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity or expression, mental or physical disability, genetic predisposition or carrier status, or any other status protected by applicable federal, state, or local law. This applies to all aspects of employment, including recruiting, hiring, training, development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and other terms and conditions of employment.

Location

This is an in-person role based in Media, Pennsylvania.