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Investment Associate
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- 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.
- Conduct research on investment solutions including equities, fixed income, mutual funds, exchange traded funds and alternative investments.
- Provide client reports utilizing software including Morningstar Direct, Bloomberg, Hidden Levers, and other systems.
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