Heck Capital Advisors, LLC is an independent investment advisory firm with a strong foundation. We have been serving individual and institutional clients with comprehensive investment services from the heart of Wisconsin, where Robert Heck first began the family's investment legacy in the 1950's. Heck Capital's managers and advisors offer small-town values and an exceptional work ethic with competitive investment services for our clients.
Heck Capital Advisors is uniquely positioned to develop an exceptional relationship with our clients while providing competitive employment opportunities with our employees. While earning national respect for our firm, we have remained grounded in our Wisconsin values and excellent work ethic. Client referrals are a testament to our work and have allowed us to cultivate a national reach - investing and consulting to over $7 billion in assets with client relationships in 40 states with offices in Rhinelander WI, Milwaukee WI, Green Bay WI, and Minneapolis, MN.
Responsibilities
The Investment Analyst position is an integral component of the Analytics team. The team provides detailed reporting, due diligence and in-depth analytics to the advisors and consultants at Heck Capital who serve high net worth individuals, corporations, foundations, endowments, defined contribution, and defined benefit plans. The Analyst will work closely with the professionals on the team with a focus on supporting other analysts and assisting with client reporting, manager due diligence and manager searches, etc. We are seeking a candidate that is highly motivated, works independently, is proactive, and has a willingness to grow and take on new tasks and assignments. • Performs daily operation of portfolio management software including analysis and data input. • Prepare daily client reports (Consulting relationship reports and daily internal reports). • Works closely with Portfolio Management team for analysis and research of investment styles. • Assists in the preparation of client & consulting reports daily. • Produces analysis for monthly and quarterly reporting and supports the creation of monthly and quarterly client reports in a timely and accurate fashion. This includes: Fi360 reports, Monthly performance reports, Consulting Reports, HCA Due Diligence, Quarterly Manager Analysis, and more. • Completes performance examinations for investment analysis and consulting searches. • Works closely with Portfolio Management team for analysis and research of investment styles. • Assists in all aspects of trading. • Prepares and proofs Excel spreadsheets, including client spreadsheets and responds to requests for analysis. • Provides analysis for research, investment manager searches & screens, and market updates. • Assist in writing monthly and quarterly updates. • Must be able to independently "troubleshoot" issues related to the projects given to ensure that project delays are limited. • Assists in the on-going growth and development of the firm as may be needed. • Completes RFI's. • Other duties as assigned.
Requirements • Bachelor's degree in finance, economics or related area required. • Series 65 examination is required to be taken within approximately 120 days from employee start day (completion of examination is required for position) • Advanced designations, or ability to work toward advanced designations, such as CFA, CIMA, CIPM preferred. • Knowledge/familiarity with markets and investments • Ensures confidentiality with respect to all information pertaining to clients and potential clients. • Excellent oral, written, and interpersonal communication skills • Excellent attention to detail and accuracy • Computer skills: Microsoft Office (especially Excel), Adobe suite of products and the ability to learn and adapt to changes in technology. • Possess a commitment to professionalism, honesty, and a strong work ethic.