Associate Equity Research Analyst - Bartlett Wealth Management

The Associate Equity Research Analyst is primarily responsible for conducting in-depth research and providing insights to support investment recommendations.  Working alongside the Senior Analysts this person will be given specific sector and company coverage.  This person will learn Bartlett’s investment process, philosophies, and will be an integral member of the firm’s investment committee.  Additionally, this position will support other research needs of Bartlett’s open architecture investment platform.  The role provides a significant opportunity for growth within the firm over time. 

 Position Responsibilities:

• Responsible for specific sector and company coverage for our two U.S. Large Cap equity strategies
• Assist and support Senior Equity Research Analysts in their research process
• Provide investment recommendations to Investment Committee
• Actively participate in weekly Investment Committee meetings
• Oversee performance reporting, risk monitoring, and other equity research department needs
• Communicate and work with Wealth Advisors
• Utilize Morningstar Direct program to support the outside manager research for the Bartlett Fund Advantage investment team
• Regularly distribute Bartlett’s investment platform characteristics and performance details within the firm
• Support the firm’s Strategic Asset Allocation Committee by gathering pertinent market data periodically
• Work with the Alternative Investment team as new funds are being researched for inclusion in our models
• Represent the firm’s investment activities in public forums including presentations and media outlets

Requirements

• Bachelor’s degree in a related field (Finance, Economics, Accounting, or other business degree is preferred).
• Strong analytical, written and verbal communication skills
• Understanding of capital markets, investment strategies and the investment management business.   
• Excellent problem-solving and critical thinking abilities
• Commitment to obtain CFA Charter
• Strong PowerPoint skills, proficiency in technology solutions, including but not limited to, other Microsoft Office applications (Excel, Word, Outlook), Adobe Acrobat, etc.
• Previous equity research experience or related college coursework
• Proficiency in the following programs is a plus: Morningstar Direct, FactSet, or Bloomberg

Benefits

What we offer:

• A Top Workplace winning culture built on teamwork, integrity, and diligence.
• Engaging work environment.
• Opportunity for professional growth and development.
• A hybrid work schedule.
• Competitive salary and eligibility for annual firm profitability/individual performance incentive.
• Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
• 401(k) plan with match and profit-sharing contribution.
• Generous paid time off.
• Paid parental and medical leave.

Bartlett Wealth Management is an Equal Opportunity Employer.