Job Description

Senior Investment Analyst | Portfolio Manager

Location: Asheville, NC (In-office position)

Collyde, Inc. is recruiting for an amazing investment analyst opportunity on behalf of one of our favorite partners -- the #1 Independent Wealth Advisory Firm in Western, NC. If you're passionate about investments, serving others, and working in a collaborative environment, this could be your next great career move!

Why This is an Awesome Opportunity:

• Best company culture you'll ever have!
• Career Growth Potential: This position could eventually grow into a Chief Investment Officer role.
• Be part of an innovative company that values continuous improvement and development.
• Work in a supportive, team-oriented environment with ample learning opportunities.
• Feels like a 75-year old startup--stability with innovation and a growth mindset.

About the Role:

As the Senior Investment Analyst (or Portfolio Manger), you’ll play a key role in analyzing investment data, researching new opportunities, and helping to lead the investment committee with decision-making processes. You’ll have the chance to contribute directly to portfolio management and trading operations, while also working with a talented team to create efficient, scalable investment strategies.

What You'll Do:

• Analyze investment data and assist in decision-making processes for equity, fixed income, and alternative investments.
• Collaborate with the investment committee and other team members on monthly meetings and ongoing research.
• Assist with portfolio rebalancing and provide valuable insights into client investment recommendations.
• Be a champion for the firm’s technology platform (Orion) to ensure top-tier reporting and client deliverables.
• Handle securities trading, manage the drift dashboard, and provide trading support for advisors.

What We’re Looking For:

• 4+ years of relevant experience in finance or investments, and an interest in growing your career in this space.
• An ideal candidate may have experience in investment analysis, operations, or client services with a passion for technology.
• Associate degree required; a Bachelor’s degree and/or CFP® or CFA designation (or in progress) is a plus.
• Proactive, detail-oriented, and able to work independently while collaborating within a team.

Why Join Us:

• Competitive compensation with clear growth opportunities.
• Work in a dynamic, technology-driven environment that encourages continuous learning and innovation.
• Build your career with a firm that has a clear path to leadership opportunities.

Ready to take the next step in your investment career? Apply now to join a company with great potential and a supportive team culture!

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