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Research Analyst @Apollon Wealth Management

[Hiring] Research Analyst @Apollon Wealth Management

Mar 29, 2025 - Apollon Wealth Management is hiring a remote Research Analyst. 💸 Salary: unspecified. 📍Location: USA.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

The Research Analyst role will be part of the Investment Management team and will report directly to the Chief Investment Officer at Apollon Wealth Management. This person will help enhance and support the Apollon investment platform, which includes proprietary strategies, 3rd party SMAs, direct indexing, alternative investments, and other solutions designed for high-net-worth clients.

  • Monitor any updates or changes to approved products within the organization.
  • Collaborate on due diligence efforts, assisting in the evaluation and analysis of potential opportunities.
  • Ensure that product and marketing documentation remains current and accurate, reflecting the latest information and developments.
  • Provide support to advisors by addressing their inquiries regarding the investment platform.
  • Conduct ongoing research to identify optimal share classes for various third-party funds, optimizing investment strategies.
  • Assist in supporting investment and risk management committees, providing necessary information and analysis for decision-making processes.

Qualifications

  • Bachelor's degree.
  • 3 – 5 years experience in financial services.
  • Working towards (or intention to work towards) the CFA or other investment management designation(s).
  • Strong communication skills.
  • Strong excel skills.
  • Self-motivated.

Requirements

  • Mid Level

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📍 Be aware of the location restriction for this remote position: USA
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Research Analyst @Apollon Wealth Management
Finance / Legal
Salary 💸 unspecified
Remote Location
USA
Job Type full-time
Posted Mar 29, 2025
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📍 Be aware of the location restriction for this remote position: USA
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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