INVESTMENT ASSOCIATE

Location
Saint Louis, Missouri
Salary
Competitive salary and benefits
Posted
16 Jul 2021
Closes
15 Aug 2021
Employment Type
Full Time
Education
Bachelors

The St. Louis Trust Company’s greatest asset is our employees.  We hire highly motivated, talented professionals who have a desire to deliver excellent client service.  We are passionate about maintaining a collegial, collaborative culture where team members continuously learn and thrive.

We are seeking a new Investment Associate to join the firm’s investment team. Our ideal candidate is passionate and curious about investments, follows investment blogs, podcasts and more. The Investment Associate will have broad exposure to private and public market investments and research and the role involves frequent communication and collaboration within the Investment Department and across client service teams. There are future opportunities for advancement, which may include direct client interaction. This is an on-site position located in our St. Louis, Missouri office.

Desired qualifications and background:

  • Bachelor's degree required, business or finance/economics emphasis preferred
  • Excellent analytical skills with eagerness to research various investment strategies
  • Strong critical thinking and problem-solving abilities/resourcefulness
  • Self-starter with demonstrated initiative and proven project ownership skills
  • Strong organizational and multi-tasking abilities to manage numerous job duties and projects with different teams
  • Excellent verbal and written communication skills
  • High energy level, strong work ethic, quick learner
  • Team player mentality and experience
  • Maturity and well-honed interpersonal skills with high attention to detail

Responsibilities may include:

  • Research concepts related to the firm’s investment philosophy and present findings to the Investment Department
  • Assist with translating timely investment topics into client friendly deliverables
  • Support the investment department in the evaluation and analysis of investment opportunities
  • Analyze investment content and research investment options/recommendations
  • Participate in projects related to investments and client portfolios
  • Build knowledge of the firm’s entire investment solution suite
  • Attend periodic investment manager meetings
  • Provide broad support to the Investment Department and Investment Committee

 

 

Preferred skills and/or experience:

  • Certifications such as CFA or CAIA considered a plus
  • Prior experience in an investment firm or financial services environment with exposure to asset management, manager research, financial planning and/or investment consulting disciplines
  • Advanced knowledge of Microsoft Office, especially Excel and PowerPoint
  • Experience with FactSet, Morningstar Direct, Bloomberg or other investment database
  • Experience with Microsoft Power BI, SharePoint and/or Salesforce CRM considered a plus

Excellent benefits include:

  • Competitive salary with bonus potential
  • 401(k) with Company match
  • Generous benefits package with medical, dental and vision coverage available, FSA/HSA and PTO
  • Support for professional development through training and certifications
  • Company-paid parking

The St. Louis Trust Company works with approximately 60 client families across the country, advising on more than $12 billion of total wealth.  We provide holistic, high-touch client service combined with customized, independent investment management and a full range of family office services.  Our client families receive a boutique experience while benefiting from unbiased advice and world-class expertise.  Each client family is different, and so are we.

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