Investment Analyst

Our client is a well-established, independent wealth management and investment advisory firm in Central New York, known for a research-driven, long-term investment approach and strong client relationships. Due to growth and succession planning, they’re expanding the investment team and are open to hiring at multiple experience levels—from Investment Research Analyst through Senior Investment Analyst and up to Director of Investments (title and scope will match the right candidate).

This is an onsite role based in Utica, NY.

What You’ll Do (Scope Based on Level)

• Track market, economic, and geopolitical developments impacting portfolios
• Conduct research across asset classes (equities, fixed income, commodities)
• Build and interpret financial models, valuations, and investment frameworks
• Develop actionable investment recommendations and support portfolio strategy/asset allocation
• Prepare research reports and investment commentary; contribute to client communications
• Present insights to the Investment Policy Committee
• Senior levels may lead research strategy, mentor analysts, and represent the firm externally

What We’re Looking For

• Bachelor’s degree in Finance, Economics, Accounting, or related field
• CFA/CFA candidate or MBA preferred (depending on level)
• Strong analytical skills, market knowledge, and ability to explain complex ideas clearly
• Excellent writing, communication, and attention to detail
• Experience ranges are flexible: early-career through senior leadership backgrounds considered

Compensation & Growth

Compensation aligns with level and impact:

• Analyst: ~$70K–$100K
• Senior/Manager: ~$90K–$125K
• Director: $125K–$150K+
  Plus discretionary bonus and potential revenue share. Long-term leadership runway for the right person.

Submit a resume to cnyjobs@hiresapphire.com for immediate consideration.

Sapphire Recruitment is an EOE.

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