Financial Research Specialist
24 hours ago
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 DescriptionThis 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
- 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
The estimated salary range for this position is $95,000 - $125,000 per year, depending on experience.
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