Investment Research Associate

Overview:

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Investment Management and Research department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for an investment research associate to join our ranks on the Commonwealth Investment Management and Research team. The role will be primarily focused on supporting the fixed income research team, with an emphasis on individual security and fixed income fund analysis. The position will also work closely with the investment management team who runs our in-house asset management program.

Key Responsibilities

• Responding to inquiries from Commonwealth’s advisors on fixed income topics, asset classes, and securities (e.g., mutual funds, ETFs, Close-End Funds, Individual Bonds, and SMAs)
• Providing professional assistance with asset allocation, portfolio construction, case design, and consultation
• Supporting asset management programs, with considerable emphasis on fixed income fund selection and allocation suggestions
• Conducting robust manager analysis for internal and external use
• Researching and writing relevant market commentary
• Taking on important responsibilities on a range of topical research projects

Core Strengths and Skills

• Team player; ability to excel in a collaborative environment
• Intellectually curious, with a passion for research
• Ability to multitask long-term and short-term goals and projects effectively and efficiently
• Outstanding communication, interpersonal, and relationship-building skills
• At least 1-2 years of experience in investment research
• Progress toward CFA^®

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

Picture Yourself Here 

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love? 

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. 

About Commonwealth 

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. 

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards.   

The Fine Print 

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.  

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.