Investment Associate

At Balefire, we’re redefining what it means to be a financial advisory firm. We believe the future of wealth management is collaborative, innovative, and deeply personal—and we’re building a team that reflects that vision. With a culture centered on trust, shared success, and bold ideas, Balefire empowers employees to make an impact while growing their careers. We’re united by a mission to serve clients with integrity and purpose, creating solutions that last for generations. If you’re energized by meaningful work, collaborative teams, and continuous learning, Balefire offers a dynamic environment where you can thrive. Role Overview We are seeking an Investment Associate to join our Investments team. This role is ideal for someone who thrives in a detail-driven, analytical, and fast-paced environment. The Investment Associate will play a critical part in supporting portfolio management, research, reporting, and client service—ensuring that our advisors and clients receive exceptional insights and solutions. Key Responsibilities Portfolio Management & Trade Support Assist in daily monitoring of client portfolios, including performance, allocations, and cash positions. Process and track trade orders, rebalancing, and model updates in coordination with advisors. Support tax-loss harvesting, account transitions, and investment strategy implementation. Account Servicing & Money Movement Prepare and process money movement requests, including wires, ACH transfers, journal entries, and RMD distributions. Assist in account updates such as beneficiary changes, address changes, and account titling. Coordinate with custodians to ensure timely and accurate processing of transactions. Maintain detailed records of all client requests, approvals, and follow-ups for compliance. Reporting & Documentation Generate quarterly and ad hoc investment performance reports for clients. Compile data on portfolio performance, asset allocation, and benchmarks. Prepare client-ready reports, proposals, and presentation materials for advisor meetings. Ensure accuracy and consistency of all reporting across custodial and internal systems. Research & Analysis Conduct investment research on asset classes, funds, and market trends to support advisor recommendations. Prepare comparative analyses and model portfolio updates. Assist in developing investment commentaries and market outlooks. Compliance & Operations Ensure all trading, reporting, and money movement requests adhere to firm and regulatory compliance standards. Support internal audits, reconciliations, and documentation for compliance review. Maintain up-to-date client records in CRM and portfolio management systems. Collaboration & Client Support Partner with advisors to address client inquiries regarding performance, statements, and portfolio activity. Act as a point of contact with custodians and vendors for account servicing needs. Support the Investments team with special projects, product due diligence, and client events. Qualifications Bachelor’s degree in finance, Economics, Accounting, or related field (CFA/CFP (registered) pursuit preferred). 2–4 years of experience in investments, asset management, or financial services. Strong analytical skills and attention to detail. Proficiency in Excel, Bloomberg, Morningstar, or similar investment tools. Excellent communication and organizational skills. Ability to work independently and collaboratively in a fast-paced environment. Primary Responsibilities Process account paperwork, fund transfers, and service requests accurately and efficiently. Coordinate workflows between advisors, custodians, and internal teams. Monitor and resolve account alerts and service escalations in a timely manner. Maintain accurate client records in CRM systems (Practifi/Salesforce). Support compliance processes and uphold regulatory standards. Contribute to internal projects that improve service quality and operational efficiency. Qualifications 3–5 years of experience in financial services, legal, or consulting environments. Exceptional written and verbal communication skills. Detail-oriented with excellent organizational and multitasking abilities. Proficiency in CRM systems (Salesforce/Practifi preferred). Strong problem‑solving capabilities and a proactive approach. Demonstrated professionalism and a strong commitment to client service. Compensation & Benefits Balefire offers a competitive compensation package designed to support your professional and personal well-being. We provide a combination of base salary and performance-based incentives, along with a robust benefits program that includes: Medical, dental, and vision coverage Retirement savings plan with company contributions Health savings and wellness programs Flexible time off and holidays Opportunities for professional development and continuing education A collaborative, people-centered work environment Specific compensation details will be discussed during the interview process. Work Schedule Monday through Friday, 8:00 AM – 5:00 PM In-office position Join Our Team If you’re excited to be part of a growing firm where your contributions make a difference, we’d love to hear from you. Bring your talents to Balefire and help us create a better client experience—together. #J-18808-Ljbffr