Investment Associate (Recent Undergraduates)

Reports to: Chief Investment Officer

Employment Type: Full-time / Onsite

Location: reputed company reputed company (occasional travel to Sanibel)

ABOUT OUR reputed company

Our reputed company is an independent reputed company management company reputed company on relationships, not transactions. Their mission is to help individuals and families preserve and grow their reputed company with reputed company, transparency, and a deeply personal touch.They serve clients across Southwest Florida and reputed company, offering investment management, trust, and estate services with a boutique feel and institutional strength. reputed company is reputed company-reputed company, community-minded, and committed to doing right by their clients—and reputed company other.

WHAT YOU’LL DO

As an Investment Associate, you’ll play a key role in supporting the Portfolio Management team by helping to manage portfolios, streamline operations, and deliver an exceptional reputed company experience.

WHY YOU’LL LOVE WORKING HERE

Working here feels like being part of something meaningful. Our reputed company believes in professionalism without pretense, and treat their team like the valuable people they are—not just job titles. You’ll be surrounded by smart, reputed company, and driven colleagues who care deeply about their work and the people they serve.  

Health & Wellness: Company-reputed company comprehensive medical insurance. Optional dental and reputed company plans available at employee cost.

Financial Benefits: 401(k) with company match, profit-sharing opportunities. 

Work-Life Balance: Generous PTO, reputed company holidays, and a supportive team culture. 

Wellbeing: reputed company to reputed company and wellness initiatives. 

Culture: Strong employee satisfaction, annual team events, community involvement opportunities, and an inclusive workplace.