Investment Analyst / Associate Advisor

This position is located in Ohio and is In-Office.

Location: Pepper Pike, Ohio 
Industry: Wealth Management / Financial Services

A growing boutique wealth management and advisory firm is seeking an analytical, detail-oriented professional to support investment research, portfolio analysis, and financial planning initiatives. This is an excellent opportunity for someone who enjoys technical analysis, problem-solving, and contributing behind the scenes to sophisticated client strategies in a collaborative, entrepreneurial environment.

The firm works with high-net-worth families and business owners and is looking for someone who thrives in a fast-paced, team-oriented culture where accuracy, responsiveness, and intellectual curiosity are highly valued.

Key Responsibilities

• Conduct portfolio analysis and assist with investment research initiatives
• Support financial planning and modeling efforts
• Analyze client financial data and prepare planning recommendations
• Assist with asset allocation reviews, investment due diligence, and portfolio monitoring
• Prepare reports, presentation materials, and supporting documentation for client meetings
• Support trading, rebalancing, and operational workflows under advisor direction
• Research market trends, economic data, and investment performance
• Maintain accurate client records and documentation
• Collaborate closely with advisors and leadership on strategic initiatives

Ideal Candidate Profile

The ideal candidate is:

• Analytical and technically minded
• Highly organized with strong attention to detail
• A proactive problem solver
• Coachable and intellectually curious
• Comfortable working both independently and collaboratively
• Interested in long-term growth within the wealth management industry

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 3+ years of professional experience in a financial services, investment, banking, or analytical environment
• Strong proficiency in Microsoft Office Suite, especially Excel and EMoney.
• Experience with financial planning or portfolio analysis software is a plus
• Securities licensing is a plus or willingness to obtain licensing within the first six months
• Ability to manage multiple priorities in a professional office setting

What Makes This Opportunity Unique

• Exposure to sophisticated financial planning and investment strategies
• Collaborative, boutique firm environment with direct access to leadership
• Opportunity to grow into larger analytical, investment, or advisory responsibilities
• Stable, team-focused culture that values professional development and work-life balance