Role details

This position is now filled

Investment Advisor Associate

Boston   •  Permanent

Bullet points

  • Prestigious multifamily office looking to build its investment advisory group
  • Culture-focused firm offering strong mentorship, training, & a clear career path

About Our Client

My client is a renowned advisory and wealth management firm in the Greater Boston Area. Their unique team structure creates a highly collegial team environment and their lean size allows for strong mentorship and quick internal growth.

Job Description

Key responsibilities of the Investment Advisor Associate include but are not limited to:

  • Construct and execute trade plans for client accounts
  • Monitor cash flows, positions, trades, significant asset transfers and changes in client portfolios
  • Construct performance reports and prospect/client presentations
  • Work effectively with our professional contacts, including custodians, investment managers, accountants and attorneys and handle day-to-day inquiries

The Successful Applicant

The ideal candidate for Investment Advisor Associate position will meet the following qualifications:

  • Bachelor degree in accounting, finance, mathematics, quantitative science, or related field
  • Strong GPA
  • Previous internship or full-time experience (up to 1 year) in an analytical role with a solid working knowledge of investments and portfolio management
  • Currently pursuing or interested in the CFA or CFP

What's on Offer

  • Competitive base salary
  • bonus potential
  • comprehensive benefits package