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Promoted listing

Investment Analyst

Copperleaf·New York, NY

Full-time$120k–$150k2d ago

Copperleaf is hiring a investment analyst in New York, NY. The work is hands-on: you will own a slice of the operation, ship it, and stay close to the people who use it.

This is a Full-time role. Most of the week is on site, with flexibility for deep-work days. We post on Callboard because candidates here are already looking — not waiting to be found.

What you bring

  • Experience with Markets and Excel.
  • Demonstrated work in finance.
  • Clear writing and calm communication.
  • Comfort with a small team and unfinished problems.

Employer

Copperleaf

A wealth desk for family offices.