Investment Research and Support Specialist

4 weeks ago


Reston, Virginia, United States Stonebridge Advisors LLC Full time

Key Responsibilities:

As a key member of our team at Stonebridge Advisors LLC, you will be responsible for developing a deep understanding of our firm's products and strategies to effectively respond to client and counterparty inquiries. You will provide critical information to investment platforms and databases regarding our investment process, track record, attribution, portfolio construction, and risk management capabilities.

Key Requirements:

  • Bachelor's Degree in a relevant field
  • 2-5+ years of experience in the financial markets, preferably in accounting, operations, or finance at an asset management firm
  • Strong knowledge of Microsoft Office products, including advanced Word, Excel, and PowerPoint functions
  • Experience handling large data sets, client requests, and assisting with marketing materials preparation
  • Knowledge of Advent APX and due diligence management software, such as DiligenceVault, LogicManager, Loopio, is a plus
  • FINRA Series 65 licenses required or willingness to obtain within 120 days of hire

Personal and Professional Attributes:

We are seeking a team-oriented individual with excellent communication skills to collaborate closely with our Investment Team, Operations, and Chief Compliance Officer. You will be part of a culture that values integrity, honesty, humility, and mutual respect. As a detail-oriented professional, you will take initiative and understand how your daily tasks contribute to the overall business.

Compensation: Competitive base salary and benefits



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