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Reports to: Chief Investment Officer
Employment Type: Full-time / Onsite
Location: Fort Myers (occasional travel to Sanibel)
ABOUT OUR CLIENT
Our 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 DO
As 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 rebalancing
- Managing and maintaining portfolio management software systems
- Preparing reports for weekly Asset Management Committee meetings
- Preparing materials and presentations for clients and prospective clients
- Creating and/or enhancing existing reporting capabilities
- Compliance and regulatory administrative assistance
- Assist 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 services
- Exceptional analytical and written/verbal communication skills
- Advanced proficiency in Microsoft Office, especially Excel
- Tech-savvy mindset with the ability to learn new tools quickly
- A collaborative spirit and strong organizational and attention to detail skills
- A proactive, energetic approach with a strong sense of accountability
- Comfort working in a dynamic, entrepreneurial environment
Nice-to-Have Requirements
- Experience with portfolio management or trading platforms
- Familiarity with compliance and regulatory standards in financial services
WHY YOU’LL LOVE WORKING HERE
Working 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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