Senior Equity Research Professional

4 days ago


Cincinnati, Ohio, United States Bartlett Wealth Management Full time
Job Overview

We are seeking a highly skilled Senior Equity Research Professional to join our team at Bartlett Wealth Management. This individual will be responsible for conducting in-depth research and providing valuable insights to support investment recommendations.

Key Responsibilities
  • Conduct research and analysis on specific sectors and companies to provide actionable investment insights.
  • Work closely with Senior Analysts to develop and implement research strategies.
  • Develop and present investment recommendations to the Investment Committee.
  • Participate in weekly Investment Committee meetings to discuss market trends and investment opportunities.
  • Oversee performance reporting, risk monitoring, and other equity research department needs.
Requirements
  • Bachelor's degree in a related field (Finance, Economics, Accounting, or other business degree).
  • Strong analytical, written, and verbal communication skills.
  • Understanding of capital markets, investment strategies, and the investment management business.
  • Excellent problem-solving and critical thinking abilities.
  • Commitment to obtain CFA Charter.
Benefits

We offer a competitive salary range of $80,000 - $110,000 per year, depending on experience.

Our comprehensive benefits package includes:

  • Medical, dental, vision, life, and long-term disability insurance.
  • Flexible spending accounts.
  • 401(k) plan with match and profit-sharing contribution.
  • Generous paid time off.
  • Paid parental and medical leave.


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