Investment Associate: Portfolio Design & Trading

IAG Wealth Partners, LLC; Waukesha (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

IAG Wealth Partners, LLC in Wisconsin seeks an Investment Team Associate to support portfolio management, investment research, and trading operations. The role collaborates with advisors, analysts, and operations to deliver accurate investment insights and a superior client experience.

The position requires a bachelor’s degree in a related field and 1–3 years in investments, with strong Excel skills and attention to detail. Team-focused, independent work and effective communication are essential.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field preferred.
• 1–3 years of experience in the investment industry preferred.
• Proficiency in Microsoft Excel.
• Ability to process detailed tasks accurately within time constraints.
• Strong analytical and quantitative skills; ability to interpret financial and investment data.
• Excellent attention to detail and ability to manage multiple priorities.
• Strong communication skills with the ability to write clearly and professionally.
• Ability to work independently and collaboratively within a team environment.
• Ability to coordinate job responsibilities with other team members across departments.
• Experience in Wealthbox and ClientWorks preferred.

Responsibilities

• Designing and improving client portfolios: Prepare initial portfolio analysis for prospective clients (PR).
• Update clients’ Portfolio GPS to confirm with current allocations and prepare investment recommendations.
• Serve as an associate trader to support the trading specialist and oversee weekly model rebalancing.
• Implement and confirm trades daily, monitor order routing, best execution, and trade settlement.
• Ensure compliance with regulatory requirements and maintain audit-ready trade documentation.

Skills

Analytical skills

Attention to detail

Clear written communication

Time management

Education

Bachelor's degree in Finance, Economics, Business

Tools

Microsoft Excel

Wealthbox

ClientWorks

Job description

IAG Wealth Partners, LLC in Wisconsin seeks an Investment Team Associate to support portfolio management, investment research, and trading operations. The role collaborates with advisors, analysts, and operations to deliver accurate investment insights and a superior client experience.

The position requires a bachelor’s degree in a related field and 1–3 years in investments, with strong Excel skills and attention to detail. Team-focused, independent work and effective communication are essential.