Associate, Investment Analyst – Growth Strategy

Quotient Wealth Partners is looking for an Associate Investment Analyst to join their team in the Dallas-Fort Worth area. In this role, you’ll support investment management by conducting research and analytics to help with portfolio decisions. This is a great opportunity to build your investment expertise while working in a collaborative and innovative environment.

What You’ll Do

• Support portfolio management and asset allocation across various markets.
• Run analytics on portfolio performance and risk.
• Conduct due diligence on investment managers.
• Assist with portfolio construction and analytics.
• Prepare materials for client meetings.
• Monitor portfolios for compliance with guidelines.
• Present updates and recommendations to senior leadership.
• Engage in thematic investment research.

What You Need

• 2+ years of experience in investment or asset management.
• Bachelor’s degree with strong academic performance.
• CFA or CAIA designation (or working towards it) is a plus.
• Solid understanding of investment strategies and capital markets.
• Strong quantitative skills and proficiency in analytical methods.
• Excellent communication skills, both written and verbal.
• Experience with portfolio analytics tools is a plus.
• High proficiency in Excel and Microsoft Office.

What You’ll Love

• Competitive benefits package including health insurance and 401(k) matching.
• Flexible work schedule with hybrid options.
• Opportunities for professional development and growth.
• Innovative work environment that encourages new ideas.
• Supportive culture focused on collaboration and integrity.

About the Firm

• Quotient Wealth Partners is a modern, growth-minded organization.
• They focus on personal and professional development for their team.
• Their culture emphasizes excellence, collaboration, and responsible stewardship.
• They manage a variety of institutional pools of capital.