Investment Analyst

Employer
Trumbower Financial Advisors, LLC
Location
Bethesda, Maryland (US)
Salary
Competitive salary and benefits package
Posted
Sep 27, 2019
Closes
Oct 27, 2019
Employment Type
Full Time
Education
Bachelors

Bethesda, MD fee-only financial planning firm seeks committed professional to join investment advisory services team.  CFA charter holder preferred.  Minimum 5-years relevant experience.  Unlimited potential for advancement.  Ideal candidate is detail oriented, extremely organized and excited by analytical challenges.   Must work independently while interacting with associates and clients. Excellent written and verbal communication skills essential. Proficiency with Excel and Morningstar Direct.  Ability to master other applications.  Responsibilities include security/mutual fund selection and due diligence, investment strategies, performance reporting, development and presentation of investment policy statements and asset allocation recommendations. Absolutely no sales.

Our worldwide client base demands technical excellence and outstanding service.  Flexible, casual work environment, competitive salary and benefits package are offered in return for professionalism and dedication. Please submit your resume, references, salary requirements and writing sample in confidence to: TFA, 3 Bethesda Metro Center, Suite 340, Bethesda, MD 20814-5330; or e-mail clb@trufinancial.com; or fax: 301-215-8345.  Please visit our web site at www.trufinancial.com for more information about our Firm.