Associate , Investments

Rockville, Maryland
Full time
Posted
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NFP Corp.
Insurance & superannuation
5,001-10,000 employees
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Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with approximately $26 billion in AUM. We have more than 300 employees serving clients from 14 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisory, please visit www.wealthspire.com.

Role on the Investment Team:

The Investment Team provides centralized insight for the Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence, trading, and capital markets assumptions, among other areas. We are currently hiring a dynamic individual to join our team at the Associate or AVP level, with the specific level of responsibility tailored to your experience. This position will report to either the Head of Due Diligence or the Chief Market Strategist. Intellectual energy and rigor are essential for this role. As a key member of our team, you will gain immediate exposure to external investment managers, internal investment expertise, senior management, and Advisors and their clients.

Responsibilities:

  • Provide support to the Chief Investment Officer, the Head of Due Diligence, the Chief Market Strategist and broader Investment Team.
  • Analyze existing and prospective managers and strategies both quantitatively and qualitatively
  • Participate in manager meetings and Investment Committee meetings.
  • Support the firms M&A activity via facilitating the integration of investment platforms and model portfolios.
  • Serve as a resource to Advisors for a wide range of ad hoc investment requests.
  • Support Wealthspire’s Outsourced Chief Investment Officer offering with third party Wealth Managers.
  • Work with other functional areas (Client Operations, Data Operations, Technology, etc.) supporting organic growth and client retention.
  • Initiate and pursue ideas furthering our Key Results, increasing efficiency, and improving the client experience.
  • Support the one-off projects and research ideas of senior Investment Team members.
  • Be intellectually dynamic and want to learn.

Qualifications:

  • 1-5yrs of relevant experience working in a wealth management capacity, preferably at an RIA.
  • Completed or pursuing CAIA, CIMA, or CFA.
  • Bachelors’ degree or higher; major in finance, economics, engineering, math, data analytics or a quantitative discipline preferred.
  • Continuously exhibits personal integrity and professional initiative.
  • Reliable, follows through on commitments, self-starter when it comes to new challenges.
  • Desire to be a sought-out Investment resource in time.
  • Must be organized, detail-oriented and able to manage and prioritize tasks.
  • Demonstrates a commitment to accuracy by delivering high quality work.
  • Excellent written and verbal communication.
  • Collaborative and able to work effectively with others.
  • Flexible team player who is highly adaptable to change and open to new ideas.
  • Proficiency in Microsoft Office, especially Excel; experience with a third-party manager diligence tool (eg, Morningstar Direct, Bloomberg, etc.) is a plus.

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

  • Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
  • Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
  • Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer:

NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $105,000 – $175,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire and You... Better Together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.