Investment Associate in Ohio

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,...