Wealth Management Investment Associate - Hybrid

CFA Institute; Fort Myers (FL); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health & Wellness

Financial Benefits

Work-Life Balance

Wellbeing

Culture

Job summary

The Florida Trust is seeking an Investment Associate to support our wealth management team in portfolio administration, operations, and client service in Southwest Florida. You will assist portfolio managers with trading, reporting, and materials preparation while upholding our commitment to integrity and client focus.

Ideal candidates have 1–2 years in investment/wealth management, strong analytical and communication skills, and a proactive, collaborative mindset.

Qualifications

• 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.

Responsibilities

• Executing trading and portfolio rebalancing as directed by Portfolio Managers, following established investment guidelines and account instructions.
• Maintaining and updating portfolio management software systems, escalating system issues to the CIO or IT as needed.
• Preparing reports and materials for review by the Asset Management Committee.
• Preparing client and prospective client presentation materials as directed by Portfolio Managers.
• Supporting enhancements to reporting capabilities as directed by team leadership.
• Compliance and regulatory administrative assistance.
• Assist CIO and Portfolio Managers with ad hoc projects.

Skills

Analytical skills

Written/verbal communication

Collaborative spirit

Attention to detail

Proactive, energetic

Tools

Microsoft Office

Excel

Job description

The Florida Trust is seeking an Investment Associate to support our wealth management team in portfolio administration, operations, and client service in Southwest Florida. You will assist portfolio managers with trading, reporting, and materials preparation while upholding our commitment to integrity and client focus.

Ideal candidates have 1–2 years in investment/wealth management, strong analytical and communication skills, and a proactive, collaborative mindset.