Fixed Income Associate
Bartlett Wealth Management
Cincinnati, ohio
The Fixed Income Associate will have significant opportunities for learning and professional growth within the firm, gaining cross functional knowledge in investment management. The person in this role will undertake a range of responsibilities, including research, analysis, trading, and operational support. In addition, the individual will help manage fixed income assets in alignment with client guidelines. S(he) will partner with advisors to understand the needs of clients and prospective clients and build presentations to articulate investment solutions. While the role will focus on institutional clients, there will be overlap with wealth management work for private clients. The role provides a significant opportunity for growth within the firm over time with multiple career paths.
Position Responsibilities:
Client Reporting & Business Development Support
- Assist the team in updating quarterly fixed...