Associate, Investment Management

  • Location
    St Louis, Missouri
  • Category:
    Accounting & Finance - Finance
  • Job Type:
    Direct Hire
  • Job reference:

Reputable Financial Planning Firm is adding an Entry Level Investment Management Associate to their team.  The successful candidate will have some accounting/finance experience or financial services experience and have a desire to work in financial planning. 


The Associate role provides support and assistance to the Investment Management team by ensuring investment materials and information are accurate, up-to-date and delivered in a timely manner. To be successful in this role, this person must be detail-oriented and well-organized.



  • Ensure client meeting materials are accurate and completed in a timely manner.
  • Reviewing the data for accuracy to identify inconsistencies or issues
  • Correcting and / or resolving inconsistencies or issues
  • Communicating issues, resolutions or solutions to others as needed
  • Maintain performance aggregation and private equity databases
  • Review market trades for accuracy and completeness
  •  Respond to client requests in a timely and accurate manner, e.g., new accounts, paperwork, investments, etc.
  •  Prepare and maintain account paperwork
  •  Complete market research as needed
  • Qualifications:

  • Some professional office experience is required
  • Bachelor’s Degree is required preferably in finance, accounting, business, economics
  • MS Office experience
  • Desire to work in investments/financial planning
  • Excellent communication skills

    Equal Opportunity Employer/Veterans/Disabled

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    The Company will consider qualified applicants with arrest and conviction records