Investment Management Associate

Job Posting

Investment Management Associate

Company Description: Artemis Financial Advisors is a rapidly-growing Boston-based registered investment advisory firm serving the needs of high net-worth individuals and families. The firm is a fiduciary and provides financial planning and investment management services on a fee-only basis. For more information, please visit us at www.artemisadvisors.net.

We are seeking a motivated individual who is pursuing a career in investment management and who seeks a role that includes direct client engagement. The candidate will gain hands-on experience supporting the firm’s Chief Investment Officer while also being responsible for developing select financial plans and providing operational support. This role will benefit from a broad exposure to all aspects of running a boutique financial advisory firm.

Duties/Responsibilities:

Investment Management (Primary)

o Assist the CIO in the construction and management of client portfolios

o Be the lead on portfolio trading and performance reporting/attribution analysis

o Prepare and deliver portfolio reviews

o Gather and interpret macroeconomic data for dynamic portfolio allocation

o Perform investment research and help develop new investment ideas

o Help research and write the firm’s quarterly investment report

Financial Planning / Wealth Advisory (Secondary)

o Build and maintain holistic financial plans for select clients

o Prepare for and attend client and prospect meetings and manage follow-ups

o Contribute to the firm’s culture of business development (e.g., attending events, meetings      with centers of influence and participating in key marketing initiatives)

Operations & Client Service (Secondary)

o Lead projects to review and streamline investment management, portfolio analysis and         rebalancing

o Manage the client onboarding process for select clients (opening accounts, etc.)

o Handle day-to-day money movement, cash requests and quarterly billing

Qualifications: The ideal candidate will have an undergraduate degree in economics or finance and a demonstrated interest in the wealth management industry via progress toward or completion of the CFP® or CFA designation or equivalent. Prior relevant experience in the field a plus.

Additional Requirements:

• Extremely detail oriented

• Highly proficient in Excel

• Excellent verbal and written communication skills

• Prior experience with custodial platforms, performance management software a plus

• Ability to identify, meet, and follow through with client needs and requirements

• Desire/ability to work successfully in a small company environment

• Series 65 within three months of hire if not already holding the CFP® or CFA designation

• Not allergic to cats

Contact: Please send cover letter and resume to Charlotte Malone at cmalone@artemisadvisors.net with the subject line "Artemis Advisors – Investment Associate Position. NO TELEPHONE CALLS PLEASE.