This is a full-time, in-person role based in Rhinelander, Wisconsin.
JOB CHARACTERISTICS
· Job Level: Associate / Senior Associate
· Type of Position: Full Time
· Exempt
· Location: Rhinelander, WI
· Anticipated Start Date: 2025
ESSENTIAL JOB FUNCTIONS
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.
Fi360 reports
Monthly performance reports
Consulting Reports
Due Diligence
Quarterly Manager Analysis
Investment Analysis
Consulting searches
REQUIREMENTS
BENEFITS
Enjoy peace of mind with comprehensive insurance coverage, including health, dental, vision, short-term and long-term disability. Embrace work-life harmony with generous leave and holiday benefits, including sick leave and paid holidays/vacations. Secure your future with a matching 401K retirement plan and a Health Savings Account (HSA), ensuring financial stability and proactive health management. Enjoy sponsored certifications, health memberships, and a cell phone subsidy to enhance your well-being and job satisfaction.
HOW TO APPLY
Send Resume’ and Cover Letter to:
Heck Capital Advisors
Attn: Investment Analyst Position
Email: heckcapital@heckcapital.com (Attn: Investment Analyst)
PO Box 738
Rhinelander, WI 54501
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