Job Description

The QTI Group is excited to partner with a Madison-based investment firm to hire their next Investment Associate. Reporting to the Chief Operating Officer, the Investment Associate will oversee aspects of both office operations and client relations. The ideal candidate will possess strong project management ability and be able to assist Financial Advisors in various client activities.

Responsibilities

• Development of financial reports, processing account paperwork and preparation of files and notes for meetings
• Work with Financial Advisors to assist in transfers, asset movement and distribution of funds
• Creation of investment reports and assisting in the development and preparation of financial plans
• Assist with client relations in various functions, including sales/prospecting, communication and referrals

Qualifications

• College degree in Business Management, Finance or related field strongly preferred
• Proficiency in Microsoft Suite is required
• Highly organized and possesses the ability to manage sensitive and/or confidential information
• Work well in both team and individual settings

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