Dynamic, fee-only, Buckhead wealth management firm seeks an experienced investment research analyst to research investment managers and asset classes and communicate our investment strategy. This position involves monitoring current investment managers, researching new investment managers, researching asset classes, and a variety of other research projects. In addition, the role will include reviewing client accounts and creating transition plans. This position reports to the Chief Investment Officer.
Based in Atlanta, Georgia, Brightworth offers highly motivated individuals a challenging and dynamic work environment and an opportunity for professional development and career advancement. We have established career paths at many levels of our organization to provide growth opportunities for Brightworth associates.
With decades of experience and some of the most advanced financial and investment certifications in the industry, the Brightworth team is uniquely positioned to serve high net worth clients. Our team of professionals is key to our success, as exhibited by our high client-retention rate.
It is our mission to grow and develop highly motivated and competent professionals by providing an opportunity for personal growth and accomplishment, financial participation in firm success and an environment that fosters team camaraderie and improvement.
The Investment Operations Specialist is responsible for performing the daily activities of the investment operations department and will report directly to the firm’s Manager of Investment Operations. This includes the functions of portfolio accounting and administration, trading, billing, setting up client portals, assisting with tax reporting, and preparing a variety of other ongoing and special reports.
Brightworth Wealth Advisors will work with high-net-worth clients and advise them in all areas of their financial lives. Candidates will prepare Financial Plans and Reviews including: Net Worth Statements, Tax, Cash Flow and Net Worth Projections, Stock Option Exercise Strategies, Insurance Review, Education Funding Analysis, Asset Allocation Analysis, Investment Proposals, Estate Planning, etc.
The successful candidate will work directly with the firm’s wealth advisors, including its senior partners, and will serve as a point person for all clients assigned to him/her. Candidate will prepare financial plans and reviews including: net worth statements, tax, cash flow and net worth projections, stock option exercise strategies, insurance review, education funding analysis, asset allocation analysis, investment proposals, estate planning, etc.