Finance & Banking Associate, Portfolio & Asset Management

The Associate supports the Investment Solutions Group (ISG) with research that informs the firm’s proprietary products and non-discretionary offerings. As part of the home office team that supports advisors nationwide, the Associate contributes to portfolio design and investment recommendations, helps maintain the proprietary tools used to evaluate stocks, funds, and alternative investments, and assists with investment proposals and financial planning.

This is a part-time 8-16 hours a week role and temporary to end through Spring 2027 with the possibility to be extended. It’s a great opportunity for those completing their bachelor’s degree.

• Analyze portfolios for existing and prospective clients and assist in generating investment proposals that recommend changes aligned with firm portfolios and strategies. This responsibility provides exposure to a wide range of investment structures and asset classes.
• Assist with maintaining and updating a variety of investment analytical tools used to inform portfolio construction and investment decision‑making. These tools support internal analysis and provide hands‑on learning opportunities.
• Support ongoing research initiatives evaluating investments for potential inclusion in firm platforms and strategies. This may include participating in meetings with investment professionals such as portfolio managers and external partners.
• Monitor global economic trends and financial markets and assist with macroeconomic, thematic, and individual security research projects as needed.
• Perform data entry and analysis in eMoney to evaluate net worth, cash flow, income tax, and estate flow, and to build goal-based scenarios.
• Upload tax return documents to Holistiplan and provide tax insights through our Tax Summary report; produce Roth conversion and tax scenarios using Scenario Builder.
• Collaborate with our seasoned planners in Luminary to analyze estate documents such as trusts and wills, and to summarize clients’ estate structure, including trustee chain, distribution flows, beneficiaries, and provisions held.
• Bridge investment knowledge with planning during case design, including asset location, tax strategy, risk, growth assumptions, and asset allocation.

Maintain professionalism, confidentiality, and discretion.

• Undergraduate junior or senior student, able to confirm school enrollment as requested.