Investment Associate — Wealth Platform & Portfolio Execution

Athletewealth; Pasadena (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in Pasadena seeks an Investment Associate to support its investment platform through research, trading, and reporting. The role requires strong analytical skills and the ability to collaborate effectively with the investment team. Candidates should show thoroughness, inquisitiveness, and a solution-oriented mindset. This position offers exposure to both public and private market investing, with a focus on operational excellence and client outcomes. Opportunities for professional growth and development are emphasized.

Qualifications

• Ability to produce accurate, high-quality work consistently.
• Proactive learner, seeking feedback and asking questions.
• Effective in leveraging systems and processes for reliable execution.

Responsibilities

• Support research on public and private investment opportunities.
• Conduct individual investment research and present findings.
• Execute daily trading tasks and maintain portfolios.

Skills

Thoroughness

Inquisitiveness

Discipline

Engagement

Solution-Oriented

Self-Starter

Job description

A financial services firm in Pasadena seeks an Investment Associate to support its investment platform through research, trading, and reporting. The role requires strong analytical skills and the ability to collaborate effectively with the investment team. Candidates should show thoroughness, inquisitiveness, and a solution-oriented mindset. This position offers exposure to both public and private market investing, with a focus on operational excellence and client outcomes. Opportunities for professional growth and development are emphasized.