Investment Manager Associate

Company Description:  Artemis Financial Advisors is a rapidly-growing Boston-based registered investment advisory firm serving the needs of high net-worth individuals and families. The firm is a fiduciary and provides financial planning and investment management services on a fee-only basis. For more information, please visit us at www.artemisadvisors.net.

We are seeking a motivated individual who is pursuing a career in investment management and who seeks a role that includes direct client engagement. The candidate will gain hands-on experience supporting the firm’s Chief Investment Officer while also being responsible for developing select financial plans and providing operational support. This role will benefit from a broad exposure to all aspects of running a boutique financial advisory firm.

Duties/Responsibilities:

Investment Management (Primary)

  • Assist the CIO in the construction and management of client portfolios
  • Be the lead on portfolio trading and performance reporting/attribution analysis
  • Prepare and deliver portfolio reviews
  • Gather and interpret macroeconomic data for dynamic portfolio allocation
  • Perform investment research and help develop new investment ideas
  • Help research and write the firm’s quarterly investment report

Financial Planning / Wealth Advisory (Secondary)

  • Build and maintain holistic financial plans for select clients
  • Prepare for and attend client and prospect meetings and manage follow-ups
  • Contribute to the firm’s culture of business development (e.g., attending events, meetings with centers of influence and participating in key marketing initiatives)

Operations & Client Service (Secondary)

  • Lead projects to review and streamline investment management, portfolio analysis and rebalancing
  • Manage the client onboarding process for select clients (opening accounts, etc.)
  • Handle day-to-day money movement, cash requests and quarterly billing

Qualifications: The ideal candidate will have an undergraduate degree in economics or finance and a demonstrated interest in the wealth management industry via progress toward or completion of the CFP® or CFA designation or equivalent.  Prior relevant experience in the field a plus.

Additional Requirements:

  • Extremely detail oriented
  • Highly proficient in Excel
  • Excellent verbal and written communication skills
  • Prior experience with custodial platforms, performance management software a plus
  • Ability to identify, meet, and follow through with client needs and requirements
  • Desire/ability to work successfully in a small company environment
  • Series 65 within three months of hire if not already holding the CFP® or CFA designation
  • Not allergic to cats

 

Contact: Please send cover letter and resume to Charlotte Malone at cmalone@artemisadvisors.net with the subject line "Artemis Advisors – Investment Associate Position. NO TELEPHONE CALLS PLEASE.

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