Senior Market Analyst

Grand Rapids, MI
Full Time
FormulaFolios is a rapidly growing asset management company that helps fiduciary financial advisors better serve their clients. We deliver goal-based financial planning and automated portfolio management focused on the client’s long-term goals. We believe in Doing Good - for our clients and partners, our employees, and our community. We strive to not only have a positive impact on our clients' lives but also to be socially and environmentally conscious. Due to our rapid growth, we're seeking an individual to join our team providing market analysis and investment consultation for advisors.

The successful candidate will:

    • Oversee and publish weekly blog posts
    • Verify and finalize data for monthly review kits and performance reports
    • Communicate with high-net-worth clients and sophisticated advisors regarding market analysis and portfolio performance
    • Assist in model and investment screen research
    • Help with complex investment scenarios for advisors and clients
    • Run charts/reports in Bloomberg Terminal
    • Speak at Company events regarding markets and portfolios
    • Create various documents and research papers

Qualified candidates will have/be:

    • College degree required (Major in finance or economics preferred)
    • Currently a CFA charterholder
    • Detail-oriented with a high degree of accuracy
    • Strong communication skills – ability to simply explain complicated topics in person, on the phone, and in front of small groups
    • Proficient in Excel, with familiarity of Bloomberg and Morningstar preferred
    • High level knowledge of financial markets is expected
FormulaFolios is a Registered Investment Advisor (RIA) that uses money management algorithms to eliminate emotion from the investment processes and empower financial advisors to better serve their clients. Since its founding in 2011, FormulaFolios has grown to over $3 billion in assets under management and over 100 employees.