We are seeking a motivated, analytical individual who is ready to launch a career in investments and asset management. This is an excellent opportunity for a recent or upcoming college graduate who wants to learn from experienced investment professionals and grow within the organization. The schedule is hybrid - Monday and Tuesday in the office and Wednesday - Friday, remote. Pay is $78,000
Previous investment experience is not required. We are looking for someone who is curious, takes initiative, enjoys figuring things out, and is eager to learn.
Responsibilities:
- Assist with financial, economic, market, and investment research
- Analyze financial data, fixed-income securities, and investment opportunities
- Help build and update financial models, forecasts, and Excel-based analysis
- Monitor interest rates, economic trends, and market activity
- Assist with investment reports, presentations, and committee materials
- Learn directly from senior investment professionals while gradually taking on greater responsibility
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field — recent and upcoming graduates encouraged to apply
- Strong Excel skills and comfort working with numbers and data
- Analytical mindset with excellent attention to detail
- Self-starter who takes initiative rather than waiting to be told what to do
- Intellectual curiosity and a willingness to research, ask questions, and figure things out
- Strong communication skills and a genuine desire to learn and grow
Hybrid Schedule: Monday & Tuesday in office | Wednesday–Friday remote
A plus, but not required: Exposure to Bloomberg, Python, SQL, financial modeling, investments, or fixed-income coursework.