Research Analyst
This is a high-impact analytical role within a premier employee-owned wealth management firm, offering a unique blend of technical research and client-facing communication. It is a compelling opportunity for a data-driven professional to influence firm-wide investment strategies while benefiting from a culture that emphasizes work-life balance and professional development.
Aspiriant
Los Angeles, California, United States · Posted 28 April 2026
The role
Overview
The hiring side
About Aspiriant
Aspiriant is a mid-sized employer working in wealth management, based in Los Angeles, California, United States.
Wealth Management
Medium
Los Angeles, California, United States
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Research AspiriantWhat they need
Requirements & Skills
Key Responsibilities
- Maintain and optimize the firm’s investment research library using third-party databases
- Produce macroeconomic research and visualizations for high-level publications
- Assist in the due diligence and monitoring of external investment managers
- Utilize AI tools to streamline research workflows and improve data scalability
Essential
- Proficiency in Microsoft Office Suite, specifically Excel, PowerPoint, and Word
- Experience with investment databases such as Bloomberg, Morningstar, or FRED
- Ability to structure and interpret large volumes of financial and economic data
- Exceptional written and verbal communication skills
- High attention to detail and impeccable ethical standards
Preferred
- Experience leveraging AI-enabled tools and chatbots to improve research efficiency
- Ability to consult with advisors on complex investment inquiries
- Experience in creating data visualizations for quarterly publications
Key Skills
Networking
People to Know
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Perks
Benefits & perks
- Hybrid work arrangement
- 401(k) retirement plan with company match
- Performance-based bonus program
- Comprehensive health insurance with up to 95% company contribution
- Continuing education assistance program
- Collaborative, employee-owned work culture
Next step
Apply now
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