What are the responsibilities and job description for the Investment Management Associate position at Wiss?
About Wiss Private Client Advisors:
Wiss Family Office is an extremely fast-growing wealth management firm in the Northeast, serving entrepreneurs, business owners, executives, and multi-generational families. With more than $2.0B in assets under advisement and a unique partnership with one of the region's premier accounting firms, we offer talented investment professionals the opportunity to help build an exceptional investment platform, not simply support one.
Position Overview:
We are seeking an ambitious investment professional who combines strong analytical abilities with exceptional organization and flawless execution. This role spans investment research, portfolio management, trading, client strategy, and investment operations, providing direct exposure to senior advisors, firm leadership and clients. This role is designed for professionals who want more than a defined job description. We're looking for someone who naturally takes ownership, embraces accountability, and enjoys leading initiatives rather than simply executing tasks. If you're energized by solving complex problems, improving processes, influencing decisions, and helping build something exceptional, you'll thrive at Wiss Family Office.
Core Responsibilities:
Investment Research & Analysis
- Conduct due diligence on mutual funds, ETFs, SMAs, alternative investments, and portfolio managers.
- Analyze portfolio construction, asset allocation, risk, and performance.
- Monitor markets and economic trends and communicate actionable insights.
- Support investment committee meetings through research and recommendations.
- Execute trades accurately across client portfolios.
- Support portfolio implementation, rebalancing, tax-aware trading, and cash management.
- Coordinate with custodians and third-party investment managers.
- Maintain model portfolios and improve trading workflows.
- Prepare sophisticated client presentations and portfolio analyses.
- Support advisors during complex investment discussions.
- Troubleshoot operational challenges and recommend scalable solutions.
- Lead initiatives that improve investment processes, technology, and efficiency.
- Champion the thoughtful adoption of AI and emerging technologies to enhance investment research, automate workflows, improve client deliverables, and scale the firm's investment platform.
- Bachelor's degree in Finance, Economics, Business, or related field.
- Master's degree in Finance, Investment Management, Financial Engineering, or related discipline preferred.
- 3-5 years of experience in investment management, wealth management, institutional asset management, family office, or investment consulting.
- Strong understanding of portfolio construction, capital markets, and asset allocation.
- Advanced Excel and PowerPoint skills.
- Experience with Orion, Tamarac, Black Diamond, Addepar, Schwab, Fidelity, or similar platforms preferred.
- Series 65 (or willingness to obtain); CFA or CFP progress is a plus.
- Demonstrated ability and enthusiasm to leverage AI tools—including Claude, Microsoft Copilot, and ChatGPT—to improve productivity, enhance investment research, automate workflows, and help scale the business.
- Entrepreneurial mindset with a track record of identifying opportunities to innovate, create efficiencies, and continuously improve processes.
- Highly organized with exceptional attention to detail.
- Strong analytical, quantitative, and problem-solving abilities.
- Naturally curious, proactive, and solutions-oriented.
- Excellent communicator who enjoys collaborating across teams.
- Passionate about financial markets and building a long-term career in investment management.
- AI-driven mindset with a passion for innovation, automation, and continuous improvement.
- Excited by an entrepreneurial environment where new ideas are encouraged and ownership is expected.
Compensation: Target Salary - Commensurate with the level of experience and comprehensive benefits including 401K.
"Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work.
Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin."
To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.