Careers · Now Accepting Applications
Investment Research Associate
— Nashville
Research at Infinitus is not a report that sits in a drawer — it is the raw material of every portfolio we manage. This seat is for an analyst who wants their models, frameworks, and theses to shape real positions across twelve discretionary strategies, working directly with portfolio management and the founder and CIO. Small team, real capital, and a straight line from your analysis to the decisions it informs.
Infinitus Wealth Management · Nashville · We Don't Just Manage Wealth. We Build It.
The Role
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Build and maintain financial models and industry frameworks that feed security selection
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Conduct company-level fundamental analysis — earnings quality, competitive position, valuation — augmented by technical and macro context in the firm’s tradition
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Support the firm’s ranking and scoring framework: refresh inputs, test assumptions, and flag changes that matter
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Contribute to investment strategy discussions and aid the development of portfolio strategies through analysis of macroeconomic factors and sector fundamentals
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Run company- and industry-specific ad hoc projects that answer live portfolio questions
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Prepare research summaries clear enough that conviction survives the trip from your model to a client conversation
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Salaried, in-house investment position — distinct from our production-based advisor roles
Responsibilities
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Own assigned coverage within the scored universe: models current, theses documented, changes surfaced promptly
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Produce valuation work and scenario analysis that portfolio managers can act on
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Monitor holdings, earnings, and sector developments across the twelve strategies
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Maintain research documentation to the firm’s compliance and record-keeping standards
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Present findings in strategy reviews where ideas are debated on merit — and defend yours
Requirements
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Strong analytical skills and a high aptitude for numbers — the ability to identify trends through fundamental analysis
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Working knowledge of accounting and economic principles, the financial markets, and portfolio management theory
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Demonstrated financial modeling ability — you will be asked to walk through a model you built
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A rigorous academic record in finance, economics, accounting, or a comparable quantitative field; CFA progress is valued
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Relevant experience in equity research, investment banking, or asset management is a strong plus — exceptional analytical candidates earlier in their path are also considered
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Self-motivation, attention to detail, intellectual honesty, and a genuine interest in investing
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Commitment to the fiduciary standard and a clean regulatory record
About Infinitus
Infinitus Wealth Management is a fee-only, independent fiduciary firm on Music Row in Nashville. Our core work is managing discretionary investments: we build custom portfolios of individual securities through twelve proprietary strategies, with research, portfolio construction, and risk management done in-house and led by our founder and Chief Investment Officer — a Purple Heart veteran and Wharton MBA. We serve individuals and families, business owners, athletes and entertainers, and institutions, and we are growing.