Investment Analyst Lead
- Remote, United States
- Lead
- Posted 9 days ago
or apply from Claude / ChatGPT / Muse
Lead analyst for enterprise investment portfolios, covering research, asset allocation and risk reporting; hybrid, four days a week in the office.
About the role
Portfolio analytics and investment risk work for a large member-focused financial institution, with regular exposure to senior leaders, auditors and compliance teams.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Lead
- Skills
- Portfolio analysis, Asset allocation modeling, Benchmarking
- Posted
- 20 Oct 2026
- Last checked
- 28 Oct 2026
What you will do
- Run deep research and statistical analysis on investment portfolios
- Prepare reports and presentations on performance, risk and attribution
- Keep compliance templates so holdings match policy and regulatory limits
- Present findings to senior leaders and committees across risk, legal and operations
What they look for
- Expert level knowledge of investment research, portfolio analysis and asset allocation modeling
- Experience with risk and control work such as audits, self-assessments and risk indicator reporting
- A bachelor's degree
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
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- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
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Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
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- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
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Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job jtyf7t7p37Questions about this job
Can I do this job remotely, and from which countries?
The posting lists it as remote for people in the United States.
What does this job pay?
The posting does not state a salary, so there is no figure to quote.
What experience is needed?
It is a lead role. The posting asks for: expert level knowledge of investment research, portfolio analysis and asset allocation modeling; experience with risk and control work such as audits, self-assessments and risk indicator reporting; a bachelor's degree. Skills it names include Portfolio analysis, Asset allocation modeling, Benchmarking.
How do I apply with Keywordise AI?
Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.
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