Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Research Analyst to their team in Winter Park, FL.

JOB SUMMARY:

Advus Financial Partners is seeking a motivated and detail-oriented Investment Analyst to join our team. This role is ideal for a professional with a strong foundation in financial services who is passionate about delivering high-quality financial planning and investment research. The analyst will work closely with senior investment and operational professionals to support the financial well-being of our clients through thoughtful analysis and execution. The analyst will also be expected to quickly learn and adapt to a variety of financial software platforms and tools, making strong technological literacy and a proactive learning mindset essential for success.

COMPETENCIES & QUALIFICATIONS:

• Strong understanding of investment products, financial planning principles, and trading operations
• Proficiency in Microsoft Excel and other Office applications
• Excellent analytical, organizational, and communication skills
• High attention to detail and ability to manage multiple tasks in a fast-paced environment
• Experience with portfolio construction and performance attribution
• Familiarity with macroeconomic analysis and investment manager due diligence
• Exposure to alternative investments and advanced private wealth management
• Experience working in a Registered Investment Advisor (RIA) environment

EDUCATION & EXPERIENCE:

• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• Minimum of 3 years of experience in financial services, preferably in wealth management or investment advisory
• Actively pursuing the CFA or CFP designation, preferred
• Proficiency in financial planning/trading platforms (e.g., Black Diamond, Morningstar, Bloomberg), preferred

DISCLAIMER:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

• Financial Planning Support: Assist in the preparation and refinement of comprehensive financial plans tailored to high-net-worth individuals and families
• Trading Execution: Execute equity, fixed income, mutual fund, and ETF trades across client accounts, ensuring accuracy and compliance with internal policies
• Investment Research: Contribute to macroeconomic and security-level research efforts, including data gathering, analysis, and presentation of findings to the investment committee
• Portfolio Monitoring: Review client portfolios for alignment with investment objectives and implement rebalancing strategies as needed
• Reporting & Documentation: Prepare performance reports, market commentary, and client-ready materials to support advisor-client communications
• Collaboration: Work cross-functionally with advisors, compliance, and operations teams to ensure seamless client service and investment execution