Location: United States, Michigan, Southfield
Make your mark.Having roots in one of the nation's largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudlyserves as a trusted advisor to individuals, families, and nonprofits, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance.With $16.7B in assets under managementasof December 31, 2022, we have over 250 professionals dedicated todelivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.
What does diversity, equity, and inclusion mean to Plante Moran? It means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.
As an analyst,you'll work with staff at all levels of the firm to dive in with hands-on experience and a broad range ofopportunity to help drive our client's success.Your work will include:
Conducting research on various investment related topics, including, but not limited to: mutual funds, separately managed accounts, alternative investments, stocks, and bonds.
Collaborating with other team members to provide sound investment solutions for clients.
Preparing reports, to illustrate structural and statistical characteristics of investment portfolios,vehicles, and strategies.
Engaging regularly with leading money management firms as part of ongoing research activities.
Developing research materials and presenting to a variety of committees on topics related to various asset classes, investment vehicles, and economic and capital market conditions.
Assisting with the development of analysis, presentations, and commentaries for clients and the public on matters related to the economy, policy, and the capital markets.
Detail-oriented leader with strong analytical, problem-solving, and communication (written and verbal) skills.
Passion for learning and deep interest in the capital markets, economy, and investing.
Bachelor's degree in finance, economics, or related field.
Academic success (a minimum cumulative GPA of 3.0).
Completion of the requisite degree, with the goal of successfully obtaining your CFA designation.
Proficiency in Microsoft Office applications, including Excel.
Experience with Morningstar or Bloomberg is a plus.
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.So,what are you waiting for? Apply now.
This is an exempt position that may require some local, national, and occasional international travel.
Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins withfirst acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception ofqualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
Colorado Equal Pay for Equal Work Act (SB 19-085) Information
Compensation information posted is based on a position being located in the state of CO. Please review position location for applicable geographic location.
Colorado monthly base range is as follows:
$5,833.00 to $5,833.00
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a balance fund, 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.
Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.