Investment Analyst

CIR

Investment Analyst supporting investment research and due diligence for Cambridge Investment Research, focusing on analyzing investment advisory offerings and collaborating with teams.

Posted 6/5/2026full-timePhoenix • Arizona, Iowa • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Track, evaluate and perform due diligence for investment advisory offerings across Liquid Markets, Structured Products, and Alternatives
Prepare ad hoc and ongoing investment analysis for weekly investment team meetings
Prepare investment memos, investment analysis, and general market update materials
Collect, validate, and maintain financial data from multiple sources
Collaborate with client solutions, investment product, and performance teams to improve processes
Support financial modeling and scenario analysis for team projects and financial requests from senior management
Be involved with special teamwide projects as needed.

Requirements

What you’ll need

Bachelor’s degree in Finance, Economics, Business, or related field
2+ years of experience in investment analysis, performance reporting/analysis or similar
FINRA Series 7 license preferred
Demonstrated understanding of investment products and capital markets
Excellent analytical, problem-solving, and communication skills
Proficiency with Microsoft’s suite of products; familiarity with data analytics tools preferred.

Benefits

Comp & perks

Premium benefit package including medical, vision, dental, life and long-term disability insurance
Vacation/sick time
401K retirement plan with company matching program
Eleven paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment analysisfinancial modelingscenario analysisperformance reportingdue diligencefinancial data validation

Soft Skills

analytical skillsproblem-solving skillscommunication skillscollaboration

Certifications

Bachelor’s degreeFINRA Series 7 license