Seeking the extraordinaryTM! We invite you to explore career opportunities
at The Colony Group, where we seek the extraordinary in all that we do.
With
roots going back to 1986, The Colony Group is driven by one overarching vision:
to be the leading financial advisory company in the world for clients and team
members who seek meaning and joy in their lives. In our highly collaborative
culture, a focus on purpose, connection, lifelong learning, diversity and
inclusion, sustainability, and leadership development is core to our collective
success. We strive to attract, develop, and engage the best talent in the
industry to provide top investment, wealth and business management, tax, and
other financial advisory services to high-net-worth and ultra-high-net-worth
private and institutional clients. Across our hybrid working environment, we
put our people first and focus on developing exciting career paths,
prioritizing the physical and mental wellness of our people and offering a
culture where the needs of our employees and clients come first. We are united
by our commitment to teamwork, collaboration, doing meaningful work, and having
fun together, as well as fostering an environment where each person can thrive
as part of a broader community.
Join
The Colony Group in making your everyday extraordinary!
The Colony Group seeks a motivated
and qualified individual for the position of Director, Research Analyst. The
individual selected for this opportunity will be distinguished in academic
achievement and have the highest ethical and professional standards of
excellence.
Primary responsibilities for
this position include:
- Perform
traditional, fundamental security analysis of companies and their markets,
through analysis of financial statements, review of outside research, and
interaction with company and industry contacts.
- Develop and
maintain a thorough knowledge of assigned sectors.
- Develop an
understanding of relevant companies within assigned sectors.
- Develop and
maintain a recommended list within assigned sectors and actively offer
recommendations for client portfolios.
- Educate and
influence others through frequent written and oral communication.
- Provide input and
guidance on macroeconomic environment and portfolio construction.
Qualifications:
- The ideal
candidate will have 5 years of experience in equity/investment research.
- CFA designation (or
current progress towards completion) is strongly preferred.
- Bachelor’s degree
in finance, economics, or accounting preferred.
- Strong
understanding of equity markets, security analysis, financial modeling,
asset allocation, and portfolio strategy.
- Advanced Excel
proficiency, excellent communication skills, and proficiency for
presenting arguments under pressure.
*Exempt
$175-200k
TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)!
