Investment Associate Job Windham New Hampshire USA,Finance & Banking

Location: Windham

Northstar Financial Planning is a growing, privately owned fiduciary wealth management firm serving clients nationwide. Since 1994, we have helped individuals and families align their financial decisions with their values, goals, and vision for the future.

As an independent, fiduciary Registered Investment Advisor (RIA), we are committed to putting clients' interests first. We are particularly passionate about empowering women through financial planning and investment management, providing personalized guidance that supports purpose, confidence, and long-term financial well-being.

Our investment philosophy is grounded in evidence-based investing. We build diversified portfolios using low-cost mutual funds and ETFs designed to capture market returns rather than chase them. By focusing on disciplined portfolio construction, tax-aware implementation, cost efficiency, and long-term planning, we help clients stay invested and make informed decisions through all market environments.

Position Overview and

Key Responsibilities:

The Investment Associate position will play a key role in supporting the firm’s portfolio management and client service efforts.

Manage rebalancing and trading (ETF’s, mutual funds, and a small number of equities) in client portfolios.
Use of auto rebalancer Eclipse and other technology to increase efficiency.
Exercise discretion within defined model portfolio guidelines.
Incorporate tax-efficient strategies to optimize client outcomes.
Manage client cash flow needs, handling both distributions and contributions.
Coordinate with custodians to ensure accurate execution of trades and portfolio updates.

Client Service and Reporting:

Collaborate with advisors to develop customized investment plans.
Create investment proposals for prospective clients.
Develop recommendations for clients’ managed accounts.
Create and maintain client investment policy statements.
Monitor portfolio performance and audit client performance reporting.
Assist with investment research and client communications.

Investment Oversight

Monitor client portfolios and investment models on an ongoing basis.
Ensure consistency between portfolio strategy and execution.
Help maintain the firm's investment policies, model documentation, and research library.
Maintain compliance with regulations and internal policies in all portfolio activities.

Qualifications:

2+ years of experience in trading, investment analysis or related role required.
Superior technology skills:
Microsoft, auto rebalancer Orion Eclipse, financial modeling.
Bachelor’s degree in finance or related field, or equivalent experience.
Experience with Schwab Institutional, CRM Redtail, and Orion a plus.
Strong understanding of passive / evidence-based investments (mutual funds & ETFs).
Interest in trading, portfolio operations, financial markets, and investment management.
Commitment to fiduciary principles and delivering exceptional client outcomes.

Key Attributes:

Excellent analytical, organizational, and communication skills.
Detail-oriented with a high degree of accuracy.