Investment Associate

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, exchange traded funds and alternative investments.
• Provide overall administrative and operational client service support to assist the business activities of the Wealth Advisors.
• Provide client reports utilizing software including Morningstar Direct, Bloomberg, Hidden Levers, and other systems.
• Fourth in line as a backup to the Head Trader, being responsible for executing equity, fixed income, and mutual funds with multiple broker/custodian trading desks.
• Produce various periodic reports and handle special projects as needed.
• Develop a deep understanding of the financial markets and Bartlett’s investment strategies.

Requirements

• Bachelor's degree in Finance or related field.
• 3+ years of relevant experience in the financial services/investment industry.
• Pursuing the CFA or having an interest in doing so, is highly desirable.
• Experience and proficiency in using trading software and account management systems, notably RedBlack and Addepar.
• Proficiency in Microsoft Office solutions, especially Excel, PowerPoint, and Word.
• Experience and familiarity working with Morningstar, Bloomberg, and Hidden Levers is preferred.

In addition, the ideal associate will:

• Have a strong attention to detail
• Have effective verbal, written, and interpersonal communication skills
• Have strong organizational skills with the ability to prioritize multiple projects
• Have a team oriented approach
• Be self-motivated with a strong work ethic
• Have a high attention to client service
• Have the ability and willingness to learn
• Have a genuine interest in investments and a career in wealth management

Benefits

What we offer:

• A Top Workplace winning culture built on teamwork, integrity, and diligence.
• Engaging work environment.
• Opportunity for professional growth and development.
• A hybrid work schedule.
• Competitive salary and eligibility for annual firm profitability/individual performance incentive.
• Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
• 401(k) plan with match and profit-sharing contribution.
• Generous paid time off.
• Paid parental and medical leave.

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