Investment Analyst/Sr Investment Analyst

Owl Creek Wealth Partners is a rapidly growing wealth management firm dedicated to providing comprehensive financial planning and investment management services to mostly high-net worth and ultra-high net worth families, and family offices. Owl Creek Wealth Partners has no outside ownership and is not for sale. The firm was purpose built with an uncompromising dedication to the select group of families we serve.  We strive to bring clarity, confidence, and peace of mind to our clients’ financial well-being.

Our Values:

Lead with authenticity
-Ride for the brand (our clients).
-Stay true to yourself and genuine with others.
-Honor your commitments.

Take pride in your work
-Do what has to be done.
-Operate with high standards and intellectual rigor.
-Take ownership of your work and finish what you start.

Live each day with courage
-Rise to the occasion.
-Have a growth mindset and be intellectually curious.
-Be humble about the past and optimistic about the future.

Position Summary

We are seeking an experienced and thoughtful Investment Analyst to join our investment team. The ideal candidate will be responsible for two key areas: investment research and portfolio management. The Investment Analyst will play a key role in the investment function of the firm including asset allocation, investment research and selection, performance monitoring, and portfolio management. For the right candidate this is a position that has opportunity to elevate within the firm to become a Director of Research and potentially Chief Investment Officer. Our offices are located in the Denver Tech Center near Belleview and I-25 and this position will be hybrid.

Key Responsibilities

• Manage discretionary and non-discretionary client portfolios in alignment with the firm’s investment committee by implementing and utilizing Tamarac Trading software.
• Conduct in-depth fundamental, quantitative, and macroeconomic research across asset classes, sectors, and individual investments.
• Prepare detailed research reports, investment memos, and recommendation summaries for internal use and client communication.
• Participate and help lead the investment committee strategy discussions and idea generation. Assist in the development and refinement of the firm’s investment models and strategies.
• Contribute to regular publications and client communications, including market updates and investment outlooks.
• Collaborate with financial advisors to ensure cohesive portfolio management for each client.
• Monitor portfolio performance and rebalance assets as needed to maintain strategic allocations.
• Attend due diligence calls, conferences, and webinars to stay informed on our investment holdings, new investment opportunities, and industry trends.
• Stay informed of market developments, regulatory changes, and emerging opportunities or risks.
• Contribute to thought leadership, client education materials, and internal investment committee discussions.
• Help develop and implement tailored investment strategies based on clients’ financial goals and risk profiles.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field preferred.
• CFA Charterholder or progress toward CFA designation strongly preferred.
• CAIA or progress toward CAIA designation viewed favorably.
• 5-15 years of experience in portfolio management, investment research, or related financial services role.
• Strong understanding of financial markets, asset classes, and portfolio theory.
• Proficiency with portfolio trading software (e.g., Tamarac, Orion, BlackDiamond) and portfolio management systems.
• Excellent analytical, communication, and interpersonal skills.
• Proven ability to build and maintain trusted relationships.
• Series 65 or equivalent licensing preferred, or willingness to obtain the Series 65 within in 90 days of employment.

What We Offer

• Competitive base salary of $100,000 to $150,000 with a target 15%-20% discretionary bonus depending on level of experience and performance.
• Comprehensive benefits including health, dental, vision, and 401k
• Professional development opportunities and continuing education support
• A fun team with a collaborative, client-focused culture
• The opportunity to impact clients’ lives meaningfully through holistic wealth management