Investment Analyst Job Description The Investment Analyst is a
junior research/support position that provides technical support
for t h e I n v e s t m e n t D e p a r t m e n t at WMS Partners.
Duties and Responsibilities Include:
Assist Research Analysts and Portfolio Managers in preparing
investment research reports for the firms Investment Committee
Execute client trades through the firms custodians Maintain the
firms portfolio rebalancing software Use Morningstar, Value Line,
and other research software to screen for new investment ideas and
maintain due diligence on existing holdings Maintain the firms
investment model spreadsheets Sit in on Investment Committee
meetings and maintain the Committees meeting log Complete Special
projects as needed The Investment Analyst is meant to be a support
role with mentoring from Research Analysts, Portfolio Managers, and
other investment professionals at WMS. This position has limited
decision-making authority on client matters but successful
associates will earn more client and portfolio management
responsibility with experience and tenure at WMS Partners.
Desired Skills and Experience
Excellent written and oral communication skills Client first
attitude, professional demeanor, personal integrity and an
understanding of fiduciary responsibility Ability to multi-task and
manage time effectively Self-motivated, confident, detail-oriented,
and analytical Willingness to take on additional operational
responsibilities as needed Demonstrated knowledge of various
securities markets Familiarity with the Tamarac Advisor Xi
software
Qualifications: Bachelors Degree from an accredited college or
university with a demonstrated desire or progress toward the CFA
designation Proficiency in Microsoft Word, Excel, PowerPoint, and
Outlook Previous work experience within the financial services
industry is desired
Salary and Benefits: Pay/benefits are competitive based on
industry standards Bonus eligible
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Benefits including 401(k)/profit sharing plan, health insurance,
paid holidays, vacation and tuition assistance Partial and/or full
financial support for professional accreditation/continuing
education requirements and other education/training opportunities,
if applicable. Support amount will be determined by management each
year.
About WMS Partners WMS Partners is a nationally recognized
fee-only financial advisory firm located in Towson, Maryland. The
firm was formed in 1993 for the purpose of providing comprehensive
multi-family office, investment advisory and financial planning
services to an exclusive group of individuals and families with
substantial wealth. As the chief financial officer for our clients,
we are the central point and advocate for their financial affairs.
Comprised of a team of over 40 professionals, WMS Partners has over
$2.75 billion in assets under management. WMS Partners LLC is an
Equal Employment Opportunity/Affirmative Action Employer
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