Investment Management Associate

Title: Investment Management Associate       Location: Roswell, Georgia

St. John & Associates, Inc. is a longstanding independent fee only financial advisor firm. Services include financial planning, a wide range of financial services and the management of over $100 million in client assets. The ideal candidate has experience working with high net-worth individuals and families in a proven professional investment capacity.

Responsibilities:

• Involved in the coordination of the portfolio design and asset allocation models and the implementation of individual, household and institutional client portfolios.

• Analysis and selection of investment portfolio models, and investment strategies in meeting requirements of client’s personal financial plan and/or risk profile.

• Monitoring and rebalancing investment portfolios based on client’s needs, objectives, contributions and withdrawals.

• Evaluating investment portfolios as well as investment research and reporting within the framework of client’s personal financial plans and engagement documents.

• Providing client quarterly portfolio performance reports and invoices, participating in the preparation of quarterly general commentaries and client specific annual commentaries.

• Managing and coordinating Client cash flow reserves and requirement as needed.

• Responsible for monitoring and communicating with our research management as to the investment performance results using multi-asset class approach.

• Facilitating engagements with our research management and subadvisors with respect to client asset management, portfolio design, asset allocation and portfolio rebalancing.

• Participating in client meetings and conferences on an annual basis, or as requested by the clients, including handling discussions and conversations as requested by clients.

• Working effectively with financial planning, financial services, business development, marketing and administrative services.

Requirements:

• 5 to 10 years’ experience with portfolio research implementation and reporting preferred.

• Bachelor’s degree and Series 65 license requirement or working towards 65; CFA or advanced degree and CFP highly preferred.

• Strong track record of stable work experience with increasing responsibilities.

• Needed personal characteristics include being a self-starter, ability to work closely with others, supervisory skills, having a sense of urgency, and excellent communication and presentation skills.

• Must have a clean record with FINRA and SEC.

Compensation:

• Compensation package including base salary, bonus eligibility and employee benefits.

For more information on the firm visit our website at stjohnfinancial.com.

Send resume and salary requirements to Greg St. John, St. John & Associates, Inc. to grstjohn@stjohnfinancial.com.