Alternative Investment Research Analyst

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Product Diligence Opportunity in Financial Services

Alternative Investment Research Analyst

Location: This position may be located at the Advisor Group offices in Atlanta, GA or Phoenix, AZ


The Investment Research Analyst Serve as a key point of contact for the Investment Research Department, supporting relationships with other Advisor Group home office teams, financial advisors and product sponsors.  Our chosen candidate will leverage existing relationships with, and knowledge of, product sponsors to facilitate effective investment research and due diligence processes.

Keys:    due diligence, investment research, product management, alternative investments


  • Providing independent, objective investment guidance and timely, actionable insight to our network of financial advisors
  • Conducting initial and ongoing due diligence on alternative investment products to the Advisor Group investment platform
  • Creating and presenting product analysis and recommendations to the Advisor Group Product Review Committee
  • Providing quarterly analyst commentary on assigned asset classes for the Advisor Group Mutual Fund Reference List
  • Writing white papers on timely investment topics for distribution to our network of financial advisors
  • All other duties as assigned

Education Requirements:

  • Bachelor’s degree in related field is required. 

Basic Requirements:

  • 3-5 years of experience analyzing investment products in the financial services industry, preferably at the broker-dealer level.
  • Working knowledge of alternative investment products including interval funds, NAV REITs, BDCs, private placements, 1031 programs, hedge funds and private equity. 
  • Demonstrated ability to develop and maintain trusted relationships with all clients of the firm.
  • The ability to identify problems and/or issues and then propose and implement solutions with effective outcomes.
  • Strong analytical skills, with the ability to see all sides of an issue.
  • Exceptional verbal and written communication skills and track record of translating complex analytical information into actionable and financial advisor-friendly messages.
  • An ability to work independently as well as part of a team.
  • Demonstrated ability to establish priorities and meet goals.
  • Understanding of performance attribution and the ability to learn Morningstar analytical tools, including Morningstar Direct and other industry analytical tools.

Preferred Requirements:

  • Willingness to participate in the CFA, CFP and/or CAIA program preferred.
  • FINRA Series 7 license preferred
Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Work Location

Unless expressly listed for the position, neither relocation benefits nor remote work arrangements are available for the position. Attendance at assigned business location on designated work schedule is required.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.