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ronwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona. The firm is dedicated to helping individuals and institutions build consistent and coordinated portfolios that address their unique financial objectives.

We Offer Special Perks

Current Job Openings

Junior Investment Analyst

Job Description:

The role of a Junior Investment Analyst is to support Portfolio Managers, Research Directors, Senior Associates and Associates within investment management and to learn the basics of research, analysis, portfolio management and trading fixed income and equity securities. This role is task driven under the direction of the Portfolio Manager, Research Directors or Senior Associates. Junior Associates are responsible for functions such as analysis, credit research, trading, meetings materials and follow up, client requested transactions, and general support.

Duties:
• Work directly with Portfolio Managers, Research Directors, and Senior Associates to support investment management and research platform.
• Assist in credit analysis of fixed income securities.
• Assist with equity security analysis.
• Draft research reports and participate in earnings calls.
• Update earnings and valuation models for coverage universe.
• Work directly with Portfolio Managers and Senior Associates to implement and monitor target asset allocations and investment policies.
• Review assigned portfolios to ensure alignment with client investment objectives.
• Monitor positions, exposures and performance for client portfolios.
• Adhere to firm approved investments and asset allocations.
• Allocate equity and fixed income trades, if necessary.
• Review of client account setup, funding, and account configuration in all software systems (internal and external).
• Prepare and review client meeting materials for presentation purposes.
• Interface with custodian account representatives when necessary to complete account setup or client requested tasks.
• Support the Investment Committee and Sub Investment Committees.
• Opportunity to grow into a Senior Associate and, ultimately, a Research Director/Portfolio Manager.

Preferences for Position:
• Strong proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Exposure to Python Programming.
• Exposure to Bloomberg Terminal, Morningstar Direct, Pitchbook.
• 4-Year college degree, preferably in the area of finance, accounting, tax, or economics.
• 0-2 years of experience in finance, accounting, investment management or statistics.
• Interest in professional accreditation. Desire to participate in the CFA program.
• Strong work ethic and personally motivated.
• Passion for financial markets and investment related research.
• Desire to work in a team environment.
• Ability to adhere to firm values of integrity, stewardship, and passion to assist clients.
• Excellent problem-solving skills.
• Ability to be detail oriented and analytical.

Benefits:
• Competitive salary based on years of experience
• Discretionary annual bonus structure
• 401(k) program
• Annual profit-sharing plan match of up to 3% of salary after first year
• 20 days paid time off per year, prorated from start date and eligible after six weeks
• Benefits include 80% of health and dental care costs paid by employer
• Financial support of professional accreditation
• Mobile phone allowance

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Application

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