Investment Associate (Recent Undergraduates)

Reports to: Chief Investment OfficerEmployment Type: Full-time / OnsiteLocation: Fort Myers (occasional travel to Sanibel)ABOUT OUR CLIENTOur client is an independent wealth management company built on relationships, not transactions. Their mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch.They serve clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. The team is close-knit, community-minded, and committed to doing right by their clients—and each other.WHAT YOU’LL DOAs an Investment Associate, you’ll play a key role in supporting the Portfolio Management team by helping to manage portfolios, streamline operations, and deliver an exceptional client experience. Day-to-Day Responsibilities Trading and portfolio rebalancingManaging and maintaining portfolio management software systemsPreparing reports for weekly Asset Management Committee meetingsPreparing materials and presentations for clients and prospective clientsCreating and/or enhancing existing reporting capabilitiesCompliance and regulatory administrative assistanceAssist CIO and Portfolio Managers with ad hoc projects What We Are Looking For Minimum 1–2 years of experience in investment management, wealth management, or financial servicesExceptional analytical and written/verbal communication skillsAdvanced proficiency in Microsoft Office, especially ExcelTech-savvy mindset with the ability to learn new tools quicklyA collaborative spirit and strong organizational and attention to detail skillsA proactive, energetic approach with a strong sense of accountabilityComfort working in a dynamic, entrepreneurial environment Nice-to-Have Requirements Experience with portfolio management or trading platformsFamiliarity with compliance and regulatory standards in financial servicesIdeally a follower of markets and demonstrated interest in investingProgress towards a professional designation (ie. CFA, CFP) Additional Information WHY YOU’LL LOVE WORKING HEREWorking here feels like being part of something meaningful. Our client believes in professionalism without pretense, and treat their team like the valuable people they are—not just job titles. You’ll be surrounded by smart, kind, and driven colleagues who care deeply about their work and the people they serve. Health & Wellness: Company-paid comprehensive medical insurance. Optional dental and vision plans available at employee cost.Financial Benefits: 401(k) with company match, profit-sharing opportunities. Work-Life Balance: Generous PTO, paid holidays, and a supportive team culture. Wellbeing: Access to mental health resources and wellness initiatives. Culture: Strong employee satisfaction, annual team events, community involvement opportunities, and an inclusive workplace.

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