Investment Analyst

Overview

OnePoint BFG Wealth Partners is looking for a detail-focused Investment Analyst to join its growing financial services team in Parsippany, New Jersey. This full-time, non-exempt role is based onsite and supports the firm’s investment operations by maintaining data accuracy, assisting with trading activity, and helping ensure portfolio activity stays aligned with firm-wide strategies.

The position is a key link between advisors, internal teams, and external partners. It plays an important part in supporting efficient portfolio administration, scalable growth, and high-quality investment solutions for clients.

What you will do

• Manage the full set of data activities inside Unified Managed Accounts (UMAs), making sure account information remains accurate and trade instructions are carried out correctly across a fast-growing client base.
• Perform account sleeving and place clients into suitable investment models based on analyst guidance and client objectives.
• Build and support consistent global trading workflows so execution remains smooth and aligned with the firm’s investment approach.
• Act as the main contact for advisors and teams on UMA-related matters, handling questions and resolving account-level issues promptly.
• Work with Brinker Capital (Orion Advisor Solutions) to confirm trade accuracy, preserve platform integrity, and reconcile account data.
• Carry out large block trade orders across multiple UMA strategies, including order aggregation, sleeve-level rebalancing, and allocation processes while following best execution standards.
• Review portfolio transition work and suggest changes needed to reach target allocations within client guidelines and investment limits.
• Track portfolio drift against model targets and coordinate rebalancing actions to keep accounts aligned with policy requirements.

Qualifications

• A bachelor’s degree is required; majors such as Finance, Economics, Mathematics, Financial Economics, or a related discipline are preferred.
• Fresh graduates or professionals with up to 2 years of relevant experience in investment operations, financial services, or a similar area are encouraged to apply.
• Strong Excel skills are required, and exposure to macros, VBA, or similar tools is an advantage.
• Working knowledge of portfolio management concepts, trading processes, and financial markets is important.
• Experience with Orion Advisor Services or comparable portfolio platforms is preferred but not mandatory.
• Prior exposure to block trading or UMA structures is helpful but not essential.

Skills and competencies

• Strong analytical and problem-solving ability to interpret financial data and spot trends or inconsistencies.
• High attention to detail when handling large volumes of data and trade activity.
• Clear communication skills for explaining technical and data-related points to advisors and stakeholders.
• Good time management and the ability to juggle multiple deadlines and priorities.
• Collaborative mindset with the ability to work across functions and build effective working relationships.
• Curiosity and initiative, especially around Excel, data analysis, and financial markets.
• Adaptability to work effectively in a fast-moving, high-growth environment with changing tools and processes.

Why join us

• Play a meaningful role in a firm whose work directly affects its growth and future direction.
• Join a collaborative and supportive culture that values teamwork and shared success.
• Receive a competitive compensation package along with comprehensive benefits.
• Access ongoing learning opportunities and room for long-term career growth.

Additional information

This job description is intended as a general guide and may change at the company’s discretion without prior notice. It is not an exhaustive list of all duties, responsibilities, or skills associated with the role.

Equal opportunity statement

OnePoint BFG Wealth Partners is proud to be an equal opportunity employer and is committed to building an inclusive workplace. Employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, pregnancy, childbirth or related medical conditions, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or veteran status, in accordance with applicable federal, state, and local laws.

The company follows all applicable nondiscrimination laws in every location where it operates. This applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leave, compensation, and training. Workplace harassment based on protected characteristics is not tolerated, and any interference with employees performing their duties is prohibited.