Senior Investment Analyst (On-Site, Overland Park, Kansas)

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity: 

Summary:

The Senior Investment Analyst is a key contributor to the creation, oversight, and maintenance of the centralized investment platform for wealth management advisors. This role is suited for professionals with 2-5 years of

experience who excel in complex investment scenarios and operate with a high degree of independence. Senior Analysts lead advanced research, analytics, operational workflows, mentor junior staff, and drive process improvements across the team. Collaboration with senior leadership and cross-functional partnership is essential to deliver sophisticated investment solutions and maintain best-in-class standards. This role sits at the intersection of investment research, platform strategy, advisor support, and analytics, with exposure to both public and private markets.

Essential Duties and Responsibilities:

· Investment Platform Oversight: Responsible for assisting with the implementation and monitoring of investment strategies across the platform, ensuring alignment with model guidelines

· Advanced Research & Due Diligence: Proactively monitor and re-underwrite existing platform strategies and participate in performance reviews and due diligence for strategies including:

o ETF and SMA portfolios (equities and fixed income)

o Private credit, private equity, private real estate, hedge funds

o Structured products and options-based overlays

· M&A Support: Support the integration of acquired RIAs by migrating assets to a centralized investment platform and presenting solutions on a firm-wide and client-by-client basis

· Analytics and Reporting: Build and maintain dashboards and reports to evaluate strategy performance, risk exposures, and portfolio analytics using FactSet, Morningstar, Excel, and Python. Conduct performance attribution, benchmark comparisons, dispersion analysis, and peer analysis

· Trading and Implementation: Develop programmatic processes to drive scale across trading and operational workflows, maintain database quality and enhance depth and speed across strategy diligence. Collaborate cross-functionally with trading, operations, compliance, and technology teams

· Advisor and Field Support: Respond to complex information requests, provide expert product/portfolio insights, and support proposal development for high-value cases

· Performance Measurement: Manage the firm’s GIPS certification and composite creation, creating detailed

attribution reports to derive insights from portfolio performance and communicate to field

· Relationship Management: Manage relationships with third-party investment managers and support ongoing

diligence efforts for both traditional and alternative investment offerings

Qualifications, Skills and Requirements:

· Exceptional communication skills (written and verbal)

· Strong attention to detail and project management abilities

· Advanced proficiency with investment software (M*Direct, FactSet, etc.)

· Deep understanding of multiple asset classes (equities, fixed income, real estate, alternatives)

· Proven ability to work independently and manage complex assignments

Education, Training and Experience:

· The candidate must have between 2-5 years of experience in Asset Management or Wealth Management

· Strong investment and markets background

· CFA designation or candidacy is highly desirable

· Knowledge of programmatic analysis tools a plus (Python, R, MATLAB)

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

 OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!