We are seeking a Financial Analyst for a direct hire opportunity in New Kent, VA. This role is a strong fit for an investment-minded professional who enjoys market research, quantitative analysis, portfolio strategy, and data-driven decision-making.
This opportunity is designed as a succession track to Portfolio Manager, offering long-term career growth, mentorship, and increasing responsibility over time. The Financial Analyst will begin with hands-on portfolio analysis, model monitoring, and trade implementation, then progressively take on greater ownership of portfolio design, risk management, and investment decision-making.
The work environment is collaborative, intellectually curious, and focused on thoughtful client outcomes. You will work closely with advisors, research professionals, and investment leaders in a setting that values disciplined analysis, clear communication, professional development, and a long-term career path.
Key Responsibilities
- Perform daily analysis of quantitative trading systems, investment models, market trends, economic indicators, and portfolio positioning.
- Implement model trades across multiple investment platforms while supporting tax-efficient strategies for taxable accounts.
- Review prospective and existing client portfolios to identify risks, inefficiencies, opportunities, and appropriate asset allocation recommendations.
- Collaborate with financial advisors, clients, and external fund managers to explain investment models, portfolio positioning, and market outlooks.
- Develop, test, and refine new quantitative investment strategies in partnership with the research team.
- Create investment-related commentary and educational content for blogs, social media, advisors, and clients.
Compensation and Benefits
- Direct hire opportunity.
- Salary range provided: $55,000 to $90,000 per year.
- Recruiter notes indicate compensation depends on investment-related experience:
- Less than 5 years of investment-related experience: $55,000 to $85,000 per year.
- More than 5 years of investment-related experience: $85,000 to $110,000 per year.
- Hybrid work arrangement with a minimum of 2 days per week in-office.
- Employer support is expected for candidates beginning the CFA program within 12 months.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Required Qualifications and Skills
- Perform portfolio, market, economic, and quantitative model analysis.
- Implement model trades and support portfolio execution across investment platforms.
- Analyze client and prospective client portfolios for risk, tax efficiency, and allocation opportunities.
- Support investment research, strategy testing, and advisor communication.
- 5+ years of investment experience preferred, with overall experience level aligned to 6-10 years.
- Strong analytical foundation in statistics, including regression, probability, hypothesis testing, and time-series analysis.
- Advanced Excel skills and comfort working with large datasets.
- Ability to evaluate markets through systems, probabilities, risk management, and data-driven analysis.
- Strong attention to detail with the ability to manage multiple priorities accurately.
- Excellent written and verbal communication skills with a client-first mindset.
- Interest in long-term career development toward a Portfolio Manager role.
- CFA designation is a plus, and candidates will be expected to begin the CFA program within 12 months with employer support.
Preferred Qualifications
- CFA designation or active interest in pursuing the CFA program.
- Experience with Morningstar Direct, MoneyGuidePro, or similar financial planning and investment research platforms.
- Exposure to Python or a strong willingness to learn programming for quantitative analysis.
- Interest in pursuing additional certifications such as CFA, CFP®, or CKA®.
- Experience developing or enhancing quantitative trading systems, economic models, or investment models.
- Ability to create thoughtful investment commentary for clients, advisors, blogs, or social media platforms.