Investment Associate — 2–3 Year Rotational Program

Heritage Wealth Advisors; Pittsburgh (Allegheny County); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) with profit sharing

Professional development support

Paid vacation, sick leave, and public/

Job summary

Heritage Wealth Advisors is seeking an Investment Associate to join our investment team in Pittsburgh. This 2–3 year rotational role offers broad exposure across the full investment platform — public and private markets, portfolio management, and implementation — with meaningful responsibility from the start.

You will work alongside experienced investment professionals and contribute directly to research, portfolio management, trading, reporting, and platform operations.

Qualifications

• Bachelor’s degree in finance, economics, accounting, mathematics, or related field.
• 1–3 years of relevant experience in investment management, financial services, consulting, or related field.
• Strong proficiency in Microsoft Excel and comfort organizing, analyzing, and manipulating financial data.
• Strong analytical and quantitative capabilities.
• Demonstrated interest in and exposure to public and private markets.
• Strong attention to detail, organization, and ability to manage multiple priorities.
• Clear written and verbal communication skills.
• High degree of integrity, professionalism, accountability, and commitment to quality.
• Financial modeling experience and familiarity with portfolio or research systems (e.g., FactSet, YCharts, Tamarac, or similar) are a plus.
• Progress toward the CFA charter is viewed favorably.

Responsibilities

• Research public markets and contribute to analysis of securities, strategies, managers, and trends.
• Evaluate private investments through manager research, due diligence, and monitoring.
• Support portfolio management and implementation with growing responsibility for trading and client portfolios.
• Analyze portfolios and performance for reporting and materials used by the team and advisors.
• Prepare analyses and materials to support sophisticated clients including families and institutions.
• Build fluency across investment platforms, models, and data resources.

Skills

Analytical thinking

Attention to detail

Strong communication

Team collaboration

Curiosity about markets

Education

Bachelor’s degree in finance, economics, accounting, mathematics, or related field

Tools

FactSet

YCharts

Tamarac

Job description

Heritage Wealth Advisors is seeking an Investment Associate to join our investment team in Pittsburgh. This 2–3 year rotational role offers broad exposure across the full investment platform — public and private markets, portfolio management, and implementation — with meaningful responsibility from the start.

You will work alongside experienced investment professionals and contribute directly to research, portfolio management, trading, reporting, and platform operations.