Investment Management Associate

Core Responsibilities

• Conduct due diligence on mutual funds, ETFs, SMAs, alternative investments, and portfolio managers.
• Analyze portfolio construction, asset allocation, risk, and performance.
• Monitor markets and economic trends and communicate actionable insights.
• Support investment committee meetings through research and recommendations.
• Execute trades accurately across client portfolios.
• Support portfolio implementation, rebalancing, tax-aware trading, and cash management.
• Cook up with custodians and third-party investment managers.
• Maintain model portfolios and improve trading workflows.
• Prepare sophisticated client presentations and portfolio analyses.
• Support advisors during complex investment discussions.
• Troubleshoot operational challenges and recommend scalable solutions.
• Lead initiatives that improve investment processes, technology, and efficiency.
• Champion the thoughtful adoption of AI and emerging technologies to enhance investment research, automate workflows, improve client deliverables, and scale the firm's investment platform.

Qualifications & Experience

• Bachelor's degree in Finance, Economics, Business, or related field.
• Master's degree in Finance, Investment Management, Financial Engineering, or related discipline preferred.
• 3-5+ years of experience in investment management, wealth management, institutional asset management, family office, or investment consulting.
• Strong understanding of portfolio construction, capital markets, and asset allocation.
• Advanced Excel and PowerPoint skills.
• Experience with Orion, Tamarac, Black Diamond, Addepar, Schwab, Fidelity, or similar platforms preferred.
• Series 65 (or willingness to obtain); CFA or CFP progress is a plus.
• Demonstrated ability and enthusiasm to leverage AI tools—including Claude, Microsoft Copilot, and ChatGPT—to improve productivity, enhance investment research, automate workflows, and help scale the business.
• Entrepreneurial mindset with a track record of identifying opportunities to innovate, create efficiencies, and continuously improve processes.

Core Competencies

• Highly organized with exceptional attention to detail.
• Strong analytical, quantitative, and problem-solving abilities.
• Naturally curious, proactive, and solutions-oriented.
• Excellent communicator who enjoys collaborating across teams.
• Passionate about financial markets and building a long-term career in investment management.
• AI-driven mindset with a passion for innovation, automation, and continuous improvement.
• Excited by an entrepreneurial environment where new ideas are encouraged and ownership is expected.

Compensation

Target Salary - Commensurate with the level of experience and comprehensive benefits including 401K.