🛠 Tech Stack

💼 About This Role

You'll support the Managed Assets Research department at an employee-owned firm, helping develop investment recommendations and manage asset allocation portfolios. Your core impact will be delivering high-quality research and communications to financial advisors and their clients. This role offers exposure to CFA/CAIA charter pursuit and a collaborative culture.

🎯 What You'll Do

• Provide research and marketing support to the department director and team.
• Proofread, edit, and create charts/tables for presentations and reports.
• Maintain investment report templates, intranet site, and department databases.
• Respond to ad hoc research requests from financial advisors via phone/email.

📋 Requirements

• Bachelor's degree in economics, business, or related field.
• Series 7 and 65/66 licenses, or willingness to obtain.
• 2+ years of experience in financial services, preferably with financial advisors.
• Proficiency in Microsoft Office applications, especially Excel, Word, and PowerPoint.

✨ Nice to Have

• Progress toward or desire to pursue CFA or CAIA charter.
• Experience with Adobe Acrobat and/or Morningstar Direct.

🎁 Benefits & Perks

• 🏖️ Generous PTO including sick, vacation, and maternity/parental leave.
• 💰 401(k) and ESOP company contributions.
• 📚 Tuition Reimbursement up to $15,000 lifetime cap.
• 🏥 Medical, Dental, and Vision insurance.
• 🎁 Charitable gift-matching program and Davidson Day of Giving.