Investment Analyst Professional

1 week ago


Cincinnati, Ohio, United States Bartlett Wealth Management Full time

Bartlett Wealth Management is a Top Workplace award-winning company that offers a dynamic and engaging work environment. We are seeking a Financial Research Specialist to join our team and contribute to our success.

Job Overview

This role involves supporting the research team in conducting financial analysis and providing insights to inform investment decisions.

Key Responsibilities
  • Conduct financial analysis and develop reports to support investment decisions
  • Collaborate with the research team to identify investment opportunities and risks
  • Develop and maintain knowledge of financial markets and instruments
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
  • Proficiency in Microsoft Office applications and Adobe Acrobat
Benefits
  • A competitive salary range of $90,000 - $120,000 per year
  • A comprehensive benefits package including medical, dental, and vision insurance
  • A 401(k) plan with match and profit-sharing contribution
Work Environment

We offer a hybrid work schedule and a collaborative work environment that fosters growth and development.



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