Investment Analyst

Title: Investment Analyst Job Family: Administrative Location: Ann Arbor, MI - On Site Company and Job Overview: Arbor Trust Wealth Advisors, LLC, an Ann Arbor based Registered Investment Advisor (RIA), is seeking an Investment Analyst. This is a full-time role for an Investment Analyst, located in Ann Arbor, MI. The Investment Analyst will support the development and management of client investment portfolios by conducting in-depth economic, market, and security research, assisting with portfolio construction and rebalancing, and preparing investment reports. The responsibilities include tracking and analyzing portfolio performance and supporting the implementation of investment strategies. The role also involves regular collaboration with team members to ensure clients' financial goals are met. Requirements: Education: Bachelor's Degree in Business or related field. Series 65/66 securities license may be required within six months of employment. Experience: Recent graduates up to 5 years of experience in the wealth management industry. Proficiencies: Microsoft Office and Adobe. Exceptional verbal and written communication skills. Preferred previous experience with E-Money, Salesforce, Morningstar, Charles Schwab, Laserfiche, and Envestnet. Strong knowledge and expertise in Investments, Portfolio Management, and Finance. Demonstrated proficiency in Analytical Skills and Financial Modeling. Ability to interpret financial data and market trends. Competencies: Commitment to work effectively within a team, utilizing a humble but confident mindset. Meticulous attention to detail and dedication to meeting deadlines. Excellent organizational skills and ability to prioritize and manage multiple tasks simultaneously in a fast paced office. Benefits: At Arbor Trust Wealth Advisors, we offer a comprehensive benefits package to include medical, dental, vision, life insurance, paid time off, and 401K. If interested, please submit resume and cover page to: Kristi Delongchamp, Chief Operating Officer Arbor Trust Wealth Advisors, LLC 825 Victors Way #150 Ann Arbor, MI 48108, or [email protected] Applicants must be currently authorized to work in the United States on a full-time basis. Arbor Trust Wealth Advisors is unable to provide visa sponsorship for this position. More information about Arbor Trust may be found here: https://arbortrust.com/