• Share :

The Associate Equity Research Analyst is primarily responsible for conducting in-depth research and providing insights to support investment recommendations. Working alongside the Senior Analysts this person will be given specific sector and company coverage. This person will learn Bartlett's investment process, philosophies, and will be an integral member of the firm's investment committee. Additionally, this position will support other research needs of Bartlett's open architecture investment platform. The role provides a significant opportunity for growth within the firm over time.

Position Responsibilities:

  • Responsible for specific sector and company coverage for our two U.S. Large Cap equity strategies
  • Assist and support Senior Equity Research Analysts in their research process
  • Provide investment recommendations to Investment Committee
  • Actively participate in weekly Investment Committee meetings
  • Oversee performance reporting, risk monitoring, and other equity research department needs
  • Communicate and work with Wealth Advisors
  • Utilize Morningstar Direct program to support the outside manager research for the Bartlett Fund Advantage investment team
  • Regularly distribute Bartlett's investment platform characteristics and performance details within the firm
  • Support the firm's Strategic Asset Allocation Committee by gathering pertinent market data periodically
  • Work with the Alternative Investment team as new funds are being researched for inclusion in our models
  • Represent the firm's investment activities in public forums including presentations and media outlets
Requirements
  • Bachelor's degree in a related field (Finance, Economics, Accounting, or other business degree is preferred).
  • Strong analytical, written and verbal communication skills
  • Understanding of capital markets, investment strategies and the investment management business.
  • Excellent problem-solving and critical thinking abilities
  • Commitment to obtain CFA Charter
  • Strong PowerPoint skills, proficiency in technology solutions, including but not limited to, other Microsoft Office applications (Excel, Word, Outlook), Adobe Acrobat, etc.
  • Previous equity research experience or related college coursework
  • Proficiency in the following programs is a plus: Morningstar Direct, FactSet, or Bloomberg
BenefitsWhat we offer:
  • A Top Workplace winning culture built on teamwork, integrity, and diligence.
  • Engaging work environment.
  • Opportunity for professional growth and development.
  • A hybrid work schedule.
  • Competitive salary and eligibility for annual firm profitability/individual performance incentive.
  • Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
  • 401(k) plan with match and profit-sharing contribution.
  • Generous paid time off.
  • Paid parental and medical leave.
Bartlett Wealth Management is an Equal Opportunity Employer.

Read the full job description and apply online on the recuiter's web-site

Find Jobs Hiring Now Near You!

Get Jobilize Mobile App

Get Jobilize Job Search Mobile App Now

Receive real-time job alerts and never miss the right job again

Get it on Google Play Download on the App Store
Acute Registered Nurse - RN

Fresenius Medical Care

  • US - KY - KY - Harlan

  • November 18, 2024


PURPOSE AND SCOPE: • The professional registered nurse Inpatient Services RN CAP 1 is an entry level designation into the Clinical Advancement Program (CAP). • This position is accountable and responsible for the provision and coordination of clinically competent care including assessment, planning,...


Outpatient Registered Nurse - RN

Fresenius Medical Care


PURPOSE AND SCOPE: • The professional registered nurse Outpatient RN CAP 1 is an entry level designation into the Clinical Advancement Program (CAP). • This position is accountable and responsible for the provision and coordination of clinically competent care including assessment, planning,...


Registered Nurse

Fresenius Medical Care


PURPOSE AND SCOPE: • The professional registered nurse Outpatient RN CAP 1 is an entry level designation into the Clinical Advancement Program (CAP). • This position is accountable and responsible for the provision and coordination of clinically competent care including assessment, planning,...


Experienced Class A CDL Drivers we have a NEW Lease Program

Soar Transportation Group

  • US - KY - KY - Guston

  • November 18, 2024


Experienced Owner Operators • & Small Fleet Owners • Limited Positions Available • SOAR TRANSPORTATION GROUP NEW RATE INCREASE • $1.40/ Per Loaded Mile, Major Fuel Discounts Passed To You. • Average Annual Earnings of $225,000 2022 - 2025 Freightliners • • NEW LEASE PROGRAM - Payments start at...


CDL-A Truck Drivers: Recruiters Standing by 24/7—CALL NOW

US Xpress


CDL-A Truck Drivers: Recruiters Standing by 24/7-CALL NOW! • GREAT ROUTES AVAILABLE! • Don't Wait, Call Now! *** • Top-Paying CDL A Job Opportunities: OTR OPPORTUNITIES • Find your freedom with us. You can count on consistent miles and paycheck with plenty of freight! TEAM DRIVERS: UP TO $15,000...


Associate Dentist

Ruby Dental and Braces a Benevis company


Overview: • W ork for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do!...


CDL A Flatbed Truck Driver - OTR

Andrus Transportation Services


Requirements: • 1 year OTRFlatbed Truck Driving Experience • Load Securement Knowledge • Valid Class A CDL • Willingness to be on the road for 7 or more days at a time • At Least 23 years old • NO DUI, DWI, or Reckless driving charges within the last 5 years • Hazmat Endorsement or Willingness to...


Dialysis Clinical Manager Registered Nurse - RN

Fresenius Medical Care


About this role: • As a Clinical Manager with Fresenius Medical Care, you will ensure that quality patient care is delivered while maintaining clinical operations. As the facility leader, you will be part of a close-knit, collaborative team responsible for delivering unique care plans and providing...


Associate Dentist

Ruby Dental and Braces a Benevis company


Overview: • W ork for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do!...


Associate Dentist

Ruby Dental and Braces a Benevis company


Overview: • W ork for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do!...


Associate Dentist

Ruby Dental and Braces a Benevis company


Overview: • W ork for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do!...


Acute Registered Nurse - RN

Fresenius Medical Care

  • US - KY - KY - Loyall

  • November 18, 2024


PURPOSE AND SCOPE: • The professional registered nurse Inpatient Services RN CAP 1 is an entry level designation into the Clinical Advancement Program (CAP). • This position is accountable and responsible for the provision and coordination of clinically competent care including assessment, planning,...


Experienced Class A CDL Drivers we have a NEW Lease Program

Soar Transportation Group


Experienced Owner Operators • & Small Fleet Owners • Limited Positions Available • SOAR TRANSPORTATION GROUP NEW RATE INCREASE • $1.40/ Per Loaded Mile, Major Fuel Discounts Passed To You. • Average Annual Earnings of $225,000 2022 - 2025 Freightliners • • NEW LEASE PROGRAM - Payments start at...


Travel Nurse RN - Telemetry 2,343 per week

MedPro Healthcare Staffing

  • US - KY - KY - Paducah

  • November 14, 2024


MedPro Healthcare Staffing is seeking a travel nurse RN Telemetry for a travel nursing job in Paducah, Kentucky. & Requirements • Specialty: Telemetry • Discipline: RN • Start Date: 12/05/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment Type: Travel MedPro...


Home Health Speech Language Pathologist 60-120 per per visit

Alternate Solutions Health Network LLC


Alternate Solutions Health Network LLC is seeking a Home Health Speech Language Pathologist for a job in Fort Thomas, Kentucky. & Requirements • Specialty: Speech Language Pathologist • Discipline: Therapy • Start Date: ASAP • Duration: Ongoing • Employment Type: Staff Agency: The Christ Hospital...


Associate Dentist

Ruby Dental and Braces a Benevis company


Overview: • W ork for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do!...


Financial Service Representative - 4716 Lazelle Ave

Money Mart


• During a typical day, you will: • Deliver results on store profitability goals • Provide a quality customer sales experience through efficient execution of all customer transactions • Determine customers' needs and provide them with solutions that satisfy those needs • Handle cash and accurately...


Associate Dentist

Ruby Dental and Braces a Benevis company


Overview: • W ork for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do!...


Housecalls Nurse Practitioner - Clark, Fayette - KY

Optum


$10,000 Sign-on Bonus for External Candidates Optum Home & Community Care, part of the UnitedHealth Group family of businesses, is creating something new in health care. • We are uniting industry-leading solutions to build an integrated care model that holistically addresses an individual's...


Associate Dentist

Ruby Dental and Braces a Benevis company


Overview: • W ork for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do!...


Registered Nurse - RN

Fresenius Medical Care

  • US - KY - KY - Lebanon

  • November 18, 2024


PURPOSE AND SCOPE: • The professional registered nurse Outpatient RN CAP 1 is an entry level designation into the Clinical Advancement Program (CAP). This position is accountable and responsible for the provision and coordination of clinically competent care including assessment, planning,...


Travel Nurse RN - Med Surg 2,134 per week

MedPro Healthcare Staffing


MedPro Healthcare Staffing is seeking a travel nurse RN Med Surg for a travel nursing job in Leitchfield, Kentucky. & Requirements • Specialty: Med Surg • Discipline: RN • Start Date: 12/09/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment Type: Travel MedPro...


Associate Dentist

Ruby Dental and Braces a Benevis company


Overview: • W ork for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do!...


Associate Dentist

Ruby Dental and Braces a Benevis company

  • US - KY - KY - Loretto

  • November 1, 2024


Overview: • W ork for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do!...


Associate Dentist

Ruby Dental and Braces a Benevis company


Overview: • W ork for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every person deserves access to quality, affordable dental care. This mission drives everything we do!...


Experienced Class A CDL Drivers we have a NEW Lease Program

Soar Transportation Group


Experienced Owner Operators • & Small Fleet Owners • Limited Positions Available • SOAR TRANSPORTATION GROUP NEW RATE INCREASE • $1.40/ Per Loaded Mile, Major Fuel Discounts Passed To You. • Average Annual Earnings of $225,000 2022 - 2025 Freightliners • • NEW LEASE PROGRAM - Payments start at...


Travel Nurse RN - Med Surg 2,134 per week

MedPro Healthcare Staffing


MedPro Healthcare Staffing is seeking a travel nurse RN Med Surg for a travel nursing job in Owensboro, Kentucky. & Requirements • Specialty: Med Surg • Discipline: RN • Start Date: 12/09/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment Type: Travel MedPro...