About this role
Research Analyst at Advisors Excel. Location: Lenexa, Kansas, United States. Role: conducting research, analyzing investments, preparing reports Requirements: 1+ years experience in wealth or investment management, knowledge of mutual funds/ETFs/private market funds, advanced Microsoft Excel, strong written/verbal communication, organization, confidentiality, and curiosity for market trends. Category: Research and Development (R&D) Seniority: Entry Level Tools: Microsoft Office, Microsoft Excel, FactSet Certifications: cfa Commitment: Full Time Workplace: Onsite Languages: English