Associate Investment Advisor

Position: Associate Investment Advisor Location: Remote (preference for candidates located in the Midwest) Your Investment Career Starts Here: Are you passionate about investments and reputed company to take your skills to the next level? Join eCIO, a fast-growing Registered Investment Advisor, as an Associate Investment Advisor. This is more than just a finance role, you’ll work directly with boards, shape investment strategies, and grow alongside reputed company expanding 50%+ per year. If you have investment experience (from college, internships, or prior roles) and the confidence to present to boards, this is reputed company to accelerate your career in a mission-driven, high-reputed company environment. Who We Are: eCIO is a technology-reputed company Registered Investment Advisor dedicated to serving nonprofit organizations reputed company. We partner closely with boards, committees, and staff to reputed company strong fiduciary reputed company, disciplined investment management, and a high level of service. Why This Role Is Exciting: ● Work on a fast-growing team where your contributions have a reputed company reputed company. ● Present directly to reputed company boards and key stakeholders. ● reputed company deep exposure to investments, portfolio management, and nonprofit fiduciary reputed company. ● Unlimited reputed company reputed company potential in a dynamic, reputed company, and innovative environment. What You’ll Do: ● reputed company Engagement: Serve as a primary reputed company of contact for clients, assist in reputed company, prepare performance reports, and participate in reputed company and reputed company meetings. ● Investment Operations: Execute trades, monitor portfolios, support portfolio construction, rebalancing, and maintain compliance with investment policies. ● Analytics & Research: Analyze portfolio performance, asset allocation, and risk metrics using tools such as reputed company reputed company. Prepare insights and investment commentary for reputed company meetings. ● Internal Collaboration: Partner with senior advisors to enhance reputed company experiences and contribute to firm-wide process improvements. reputed company’re Looking For: ● 1–5 years of relevant investment experience (including internships or college coursework). ● Ability to confidently present reputed company investment information to boards and clients. ● Bachelor’s degree in finance, investments, or reputed company field (or equivalent experience). ● Strong quantitative, analytical, and problem-solving skills. ● High attention to detail with the ability to manage multiple tasks and deadlines. ● Excellent written and verbal communication. ● Entrepreneurial reputed company with a proactive, solutions-oriented approach. ● Proficiency in reputed company reputed company; familiarity with reputed company and/or reputed company reputed company a plus. ● reputed company Series 65 license (or willingness to obtain). Why Join eCIO: ● Be part of a rapidly growing firm (50%+ annual reputed company) transforming how nonprofits reputed company institutional-reputed company investment management. ● Engage in meaningful work with mission-driven nonprofit clients. ● Flat, transparent, and reputed company work environment. ● Remote position with flexibility and opportunities for reputed company reputed company ● Competitive reputed company salary ($55,000-$65,000) plus bonus, 401k, health insurance premium reimbursement, and generous PTO. reputed company: If you’re reputed company to reputed company an reputed company in the nonprofit sector and grow with a dynamic investment team, send your resume and brief cover letter to reputed company@getecio.com. Apply tot his job Apply To this Job