Senior Investment Associate

2 weeks ago


Little Rock, Arkansas, United States Stephens Full time
About Stephens

We are a privately-held, family-owned investment firm with a national presence across the U.S. and Europe. Our sophisticated intellectual capital coupled with deep financial experience enables us to invest with our clients' goals in mind.

Job Description
  • Analyze data and develop solutions within our platforms to drive business growth and client satisfaction.
  • Assist the Products & Services Team using research and analytical tools to create spreadsheets, reports, and presentations that support our wealth management strategies.
  • Support the Wealth Planning & Strategy Team with retirement, estate, and insurance planning to ensure seamless delivery of our services.
  • Gain experience with investment vehicles, regulatory oversight, investor education, and compliance standards to stay ahead of industry trends.
  • Learn the fundamentals of client relationship development, effective communication, and customized wealth management strategies to build long-term relationships with our clients.
Key Responsibilities:

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