Location: Media, PA (In-Person)
Join a Firm Built to Endure
At Members' Wealth, we believe financial clarity changes everything.
We help successful individuals and families preserve what they've built, grow it thoughtfully, and create legacies that endure.
Founded in 2023, Members' Wealth was created with a long-term vision: to build an enduring wealth management firm that serves clients exceptionally well while creating meaningful careers for talented professionals.
We are intentionally building an institution—not simply a practice. That means investing in exceptional people, embracing technology, continuously improving our processes, and creating a culture where talented professionals can grow into leaders.
If the opportunity to help build something lasting excites you, we'd love to meet you.
About the Role
The Investment Analyst plays a key role in delivering exceptional investment management for our clients.
You'll work directly with our Chief Investment Officer and investment team to execute trades, conduct investment research, monitor portfolios, improve investment processes, and help ensure every client portfolio reflects our highest standards.
This is not simply a trading position.
You'll participate in investment discussions, contribute research, help improve our investment process, and gain exposure to every aspect of portfolio management within a growing independent wealth management firm.
For the right person, this role can become the foundation for a long-term career in investment management.
What You'll Do
Trading & Portfolio Management
- Execute equity, ETF, mutual fund, and fixed-income trades.
- Monitor portfolios for drift, cash balances, tax opportunities, and model changes.
- Assist with portfolio rebalancing and implementation.
- Ensure trades comply with investment policies and regulatory requirements.
Investment Research
- Research investment managers, ETFs, mutual funds, and individual securities.
- Analyze markets, economic trends, and portfolio risks.
- Support due diligence on investment opportunities.
- Assist in preparing investment committee materials and portfolio recommendations.
Portfolio Analytics
- Prepare portfolio performance and attribution reports.
- Analyze portfolio allocations and risk metrics.
- Develop analytical tools and improve investment reporting.
- Help identify opportunities to improve portfolio management processes.
Advisor & Client Support
- Partner with advisors on investment-related questions.
- Prepare client meeting materials and portfolio analysis.
- Help communicate portfolio changes and investment decisions.
- Respond promptly to investment-related inquiries.
Continuous Improvement
- Help improve the systems and processes that support our investment platform.
- Leverage technology and AI to increase efficiency and consistency.
- Document best practices and contribute ideas that enhance the client experience.
Successful candidates will:
- Earn the trust of advisors and teammates.
- Execute trades with exceptional accuracy and attention to detail.
- Develop a deep understanding of our investment philosophy and portfolio construction process.
- Contribute meaningful research to investment decisions.
- Improve at least one investment workflow or process.
- Become a trusted member of our investment team.
You're Likely a Great Fit If You...
- Love financial markets and investing.
- Enjoy solving analytical problems.
- Have exceptional attention to detail.
- Are naturally curious and committed to continuous learning.
- Take ownership without waiting to be asked.
- Communicate clearly and professionally.
- Value humility, integrity, and teamwork.
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related field.
- CFA charterholder or active progress toward the CFA designation is preferred.
- Strong analytical and quantitative skills.
- Proficiency with Microsoft Excel.
- Experience with portfolio management software
Why Members' Wealth?
This is an opportunity to:
- Learn directly from experienced investment professionals.
- Work with sophisticated, high-net-worth client portfolios.
- Develop expertise in portfolio management, research, and trading.
- Help build scalable investment systems and processes.
- Grow alongside a firm that is intentionally investing in its future.
Our Values
Everything we do is guided by four principles:
Preserve what matters most.
Grow through continuous learning and improvement.
Endure by building systems that outlast individuals.
Evolve as markets, technology, and client needs change.
We believe the best firms aren't built by one extraordinary person.
They're built by extraordinary teams who raise one another's standards year after year.
If you're looking for a place where you can build a meaningful career, contribute to something larger than yourself, and become better every day, we'd love to hear from you.
Members’ Wealth LLC provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Members’ Wealth LLC provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
