Senior Investment Analyst

Full-Time | New Orleans, Louisiana, USA

About the Role

Granite Flat Capital Partners is hiring a Senior Investment Analyst to research securities and support portfolio decisions for family and foundation clients. Based at 2815 Orleans Ave, New Orleans, LA 70119, this role involves investment research, portfolio monitoring, risk analysis and the preparation of investment memoranda and quarterly reports.
You will evaluate investment information, document your findings and help clients understand portfolio performance and risks. You will also participate in client review meetings, explain analytical conclusions and work with the team to support informed investment decisions.

We are looking for an experienced investment professional with sound judgement, strong writing skills and a careful approach to financial analysis and client information.

The regular work schedule is Monday–Friday, 9:00 a.m.–5:00 p.m. Central Time.

Key Responsibilities

• Research securities and assess relevant financial information to support investment analysis.

• Prepare investment memoranda outlining research findings, key considerations, potential risks and analytical conclusions.

• Monitor client portfolios and review investment exposures, performance and risk factors.

• Analyse financial and market information relevant to portfolio decisions.

• Prepare quarterly portfolio reports and supporting materials for client reviews.

• Present investment findings clearly and respond to questions during client meetings.

• Maintain accurate investment records, research notes and supporting documentation.

• Review portfolio information for consistency and investigate discrepancies when necessary.

• Work with colleagues to evaluate investment considerations and support portfolio-related discussions.

• Communicate material risks, research findings and analytical limitations clearly.

• Organise client reporting materials and ensure they are prepared accurately and on schedule.

• Handle confidential financial and personal information in accordance with applicable policies and requirements.

What We're Looking For

• Five or more years of experience in investment analysis or a closely related investment research role.

• Strong understanding of securities research, portfolio monitoring and investment risk analysis.

• Experience preparing investment memoranda, financial analysis and client reports.

• Progress toward the Chartered Financial Analyst (CFA) designation or the CFA charter is preferred.

• Strong written communication skills and the ability to explain financial findings in plain language.

• Sound analytical judgement and the ability to evaluate information carefully.

• Attention to detail when reviewing financial data, maintaining records and preparing reports.

• The ability to identify relevant risks and communicate findings accurately.

• Professional communication skills and confidence participating in client review meetings.

• A high level of discretion when handling confidential client information.

• Good organisation and the ability to manage research assignments and reporting deadlines.

What We Expect
We expect investment research to be well-documented, portfolio records to be accurate and client reports to explain findings in clear, straightforward language. Assumptions, uncertainties and potential risks should be communicated honestly.
Client information must be handled with strict confidentiality and accessed only as appropriate for the role. We also expect careful preparation for client meetings, responsible handling of financial records and timely follow-up on questions or outstanding reporting tasks.

How to Apply

Interested candidates should submit their application through the job posting where they found this opportunity, following Granite Flat Capital Partners' application instructions.
Equal Opportunity Statement

Applicants will be considered based on job-related skills, experience, and qualifications, in accordance with applicable employment laws.
Pay: $120,000.00 - $125,000.00 per year

Benefits

• 401(k)

• Dental insurance

• Flexible schedule

• Health insurance

• Paid time off

• Parental leave

• Vision insurance

Work Location: In person