Investment Associate in Ohio

Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 83 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what’s right, always.

We are seeking an Investment Operations Associate. This person will be responsible for creating, maintaining, and supporting various functions and tasks within our portfolio management system while working as part of a team within the Operations department and collaborating with various members of the firm.

Position Responsibilities:

• Maintain and support back-office reporting system as a member of the Account Maintenance team.
• Create and maintain portfolio analysis views and reports in portfolio management...

Bartlett Wealth Management is seeking an Investment Associate to join our team. The person in this position will have a significant opportunity to learn and grow within the firm and gain cross functional knowledge in investment management, portfolio management, trading, and other crucial building blocks of wealth management. The role is responsible for supporting multiple Wealth Advisors helping to serve the ever-evolving needs of their clients and will focus on investment management projects and trading across client portfolios.

Core Responsibilities:

• Support the investment analysis and management of client accounts.
• Implement investment strategy changes and modeling target strategies for client accounts in Bartlett’s trading system.
• Help Advisors manage investments in client portfolios by developing and creating trades.
• Conduct research on investment solutions including equities, fixed income, mutual funds,...