Financial Research Specialist

24 hours ago


Cincinnati, Ohio, United States Bartlett Wealth Management Full time

We are seeking a highly motivated and detail-oriented Equity Research Associate to join our team at Bartlett Wealth Management. As an Equity Research Associate, you will play a key role in supporting the research team in conducting financial analysis and developing insights to inform investment decisions.

Job Description

This role involves working closely with senior analysts to conduct in-depth research on various sectors and companies. You will be responsible for developing and maintaining knowledge of capital markets, investment strategies, and the investment management business.

Key Responsibilities
  • Support senior analysts in conducting financial analysis and developing reports
  • Develop and maintain knowledge of financial markets and instruments
  • Collaborate with the research team to identify investment opportunities and risks
Requirements
  • Bachelor's degree in finance, economics, accounting, or a related field
  • Strong analytical, written, and verbal communication skills
  • Excellent problem-solving and critical thinking abilities
  • Commitment to obtaining CFA Charter
  • Proficiency in Microsoft Office applications and Adobe Acrobat
Salary Information

The estimated salary range for this position is $95,000 - $125,000 per year, depending on experience.



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