Company Description: Artemis Financial Advisors is a female-owned, rapidly growing Boston-based registered investment advisory firm serving the needs of high net worth individuals and families. The firm is a fiduciary with four full-time professionals and provides holistic financial planning and investment management services on a fee-only basis. For more information, please visit us at www.artemisadvisors.net.

Increase your chances of an interview by reading the following overview of this role before making an application. We are seeking a motivated individual who is dedicated to a career in investment management, wants to work in private wealth, and who seeks a role that includes direct client engagement. The candidate will directly support the firm’s Chief Investment Officer while also working with her to develop broader financial plans and provide some operational support. The successful hire will gain a broad exposure to all aspects of running a boutique financial advisory firm and have the opportunity for equity ownership over time. Duties/Responsibilities: • Investment Management (Primary) o Assist the CIO in the construction and management of client portfolios o Be the lead on performance reporting/attribution analysis o Gather and interpret macroeconomic data for dynamic portfolio allocation, client annual reviews o Perform investment research and help develop new investment ideas o Build up the firm’s new initiative in sustainable and impact investing o Help research and write the firm’s quarterly investment report and other publications o Maintain our GIPs composites • Wealth Advisory (Secondary) o Build and maintain holistic financial plans for select clients o Prepare for and attend client and prospect meetings and manage follow-ups o Contribute to the firm’s culture of business development (e.g., attend events, meet with referral sources, and participate in key marketing initiatives) • Operations & Client Service o Lead projects to review and streamline investment management, portfolio analysis and rebalancing o Handle day-to-day money movement, cash requests and quarterly billing Qualifications: The ideal candidate will have an undergraduate degree in economics or finance, prior experience in the wealth management industry, and the CFA designation or equivalent. Contact: Please send cover letter and resume to Mark Haser at mhaser@artemisadvisors.net with the subject line: Artemis Advisors – Investment Advisor Position “. NO TELEPHONE CALLS PLEASE

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