Research Analyst in Missouri

Gatewood Wealth Solutions is seeking a skilled and dedicated Research Analyst to join our team in St. Louis. The Research Analyst position is an exciting opportunity to collaborate with a planning-centric team to design, build, and protect the financial goals of our clients.  As a Research Analyst, you will be responsible for providing oversight to client portfolios, recommending investment changes, and implementing trades throughout accounts. You will partner with our Investment Committee by actively reviewing financial markets and focusing on optimizing portfolios for investment return and risk management.

Essential Duties and Responsibilities

• Develop a mastery of Gatewood Wealth Solution’s planning and investment philosophies.
• Conduct in-depth analysis of prospect portfolios to create and present investment proposals.
• Lead portfolio trading for outgoing/incoming cash and model strategy changes.
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