Whelan Financial Chartered Financial Analyst (CFA®) – Investment Research & Trading Fresno, CA · Full time

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About Whelan Financial 

In short, we are looking for the best! Whelan Financial has worked hard to establish a warm, client-centered culture with a reputation for providing exceptional service. We are a fast-paced firm, and we are looking for people who aren’t afraid of a challenge and who are seeking a career rather than simply a job. 

To that end, we seek to attract and retain elite talent—people who demonstrate integrity, intelligence, and energy. Our most successful team members go beyond the task at hand. They care deeply about the well-being of our clients, the quality of their work, and the continued betterment of the company. 

We value individuals who are intellectually curious, take ownership of their responsibilities, and continually look for ways to improve how we serve our clients and operate as a firm. 

We also care about our employees—their growth, their ideas, and their overall well-being. In addition to a competitive benefits package, we have regular conversations about career growth and seek to stay ahead of the evolving needs of our team. 

The Opportunity 

Whelan Financial is seeking another CFA® charterholder to join our investment team in a research and trading-focused role. This individual will work closely with and primarily support our Chief Investment Officer and Chief Trading Officer in investment research, portfolio analysis, and trade execution. 

Unlike our Investment Advisor roles, this position is not primarily client-facing. It is designed for someone who enjoys the analytical side of wealth management and wants to spend the majority of their time researching investments, evaluating opportunities, supporting portfolio decisions, and helping translate investment strategy into effective execution. 

The ideal candidate is analytical, detail-oriented, intellectually curious, and comfortable operating in a fast-paced environment where accuracy and sound judgment matter. We are looking for someone who can dig deeply into an investment question while also understanding how that research fits into the broader objectives of client portfolios and the firm’s investment philosophy. 

Core Responsibilities 

Responsibilities for this position include, but are not limited to: 

• Conducting fundamental and quantitative investment research across relevant asset classes, securities, funds, and investment strategies 
• Supporting the Chief Investment Officer in evaluating investment opportunities and developing research to inform portfolio and asset allocation decisions 
• Monitoring and analyzing existing investments, portfolio exposures, market developments, and economic conditions 
• Preparing investment research, analysis, recommendations, and supporting materials for internal review 
• Supporting the Chief Trading Officer with trade preparation, execution, allocation, reconciliation, and related trading activities 
• Assisting with portfolio implementation, rebalancing, and cash management across client accounts 
• Evaluating investment vehicles and conducting ongoing due diligence on funds, managers, securities, and strategies 
• Maintaining accurate investment, trading, and research records in accordance with firm policies and applicable regulatory requirements 
• Collaborating with advisors and other team members when investment research or portfolio analysis is needed to support client planning 
• Identifying opportunities to improve investment research, portfolio management, trading, and reporting processes 
• Assisting with investment-related and firmwide projects as assigned 

Qualifications 

• CFA® charterholder 
• High degree of personal integrity, sound judgment, and ownership 
• Appropriate securities licensing for the responsibilities of the position 
• Bachelor’s degree  
• Strong knowledge of investment analysis, portfolio construction, capital markets, and investment products 
• Experience conducting investment research and analyzing securities, funds, or investment strategies 
• Strong quantitative and analytical capabilities with exceptional attention to detail 
• Ability to synthesize complex information and communicate conclusions clearly and concisely 
• Strong proficiency with Excel and the broader Microsoft Office suite 
• Comfort learning and working across investment, portfolio management, trading, and financial technology platforms 
• Ability to manage multiple priorities and produce accurate work in a fast-paced environment 
• Self-motivated and able to work effectively in a remote environment while remaining highly collaborative with the broader team (if applicable) 

What We Value 

Credentials and technical expertise matter for this position, but they are only part of what makes someone successful at Whelan Financial. 

We are looking for someone who: 

• Is naturally curious and enjoys digging into complex investment questions 
• Takes ownership rather than waiting to be told what to do next 
• Has high standards for accuracy and quality 
• Can challenge an idea thoughtfully while remaining collaborative 
• Understands that excellent investment work ultimately exists to produce better outcomes for clients 
• Looks for ways to make processes, systems, and the organization better 
• Wants to continue learning and growing alongside the firm 

Benefits 

• Gym membership 
• 401(k) with company match 
• Paid vacation, holidays, and sick days 
• Medical, dental, and vision insurance 
• Health savings account 
• Long-term disability insurance 
• Life insurance 
• Remote work opportunity 

Salary 

Up to $150,000 per year, depending on experience and qualifications. 

How to Apply 

If you are excited by the prospect of joining our team, we invite you to submit your resumé. Please skip the traditional cover letter and instead include 3–5 sentences explaining why you should be considered for this position. Applicants who do not include this statement will not be considered.