Investment Associate
About The Position
CCR Wealth Management is seeking an entry-level Investment Associate to join its wealth management team in Westborough, Massachusetts. The role is designed for an ambitious professional or recent graduate interested in building a career in wealth management, with the potential to grow into a Financial Advisor. The Associate will work directly under the mentorship of the Chief Investment Officer and gain hands-on experience with portfolio management, investment strategy implementation, and client communications. The position focuses on executing and maintaining client portfolios, monitoring portfolio allocations and performance, supporting investment research and due diligence, and collaborating with financial advisors on client portfolio needs. The role is office-based five days per week, with required hours of 8:30 a.m. to 5:00 p.m. CCR Wealth Management is an independent financial planning and investment management firm founded in 1998. The company describes its workplace as collaborative and supportive, with an emphasis on employee career growth, strong client relationships, and community involvement.
Requirements
- Must be able to reliably commute to the Westborough, Massachusetts office five days per week, from 8:30 a.m. to 5:00 p.m.
- Bachelor’s degree; Finance, Economics, Business, or a related field is preferred.
- Strong interest in financial markets, investing, and the wealth management industry.
- Exceptional attention to detail and strong analytical and problem-solving skills.
- Functional working knowledge of asset allocation, or the ability to develop this knowledge quickly.
- Series 7 license, or willingness to obtain it.
Nice To Haves
- Internship experience in finance, wealth management, or asset management.
- Strong Excel and research skills.
- Series 63, Series 65, or Series 66 license.
- Familiarity with investment research platforms such as Morningstar or YCharts.
- Bachelor’s degree in Finance, Economics, Business, or a related field.
Responsibilities
- Execute portfolio trades, including cash raises, asset allocation adjustments, and model-driven rebalancing.
- Implement trades across multiple client accounts using portfolio management and trading systems.
- Assist with portfolio rebalancing and allocation updates across client portfolios.
- Monitor client portfolios for alignment with model allocations and investment guidelines.
- Assist with portfolio maintenance, including cash management and account-level adjustments.
- Help maintain accurate portfolio records and investment allocations.
- Assist the investment team with portfolio monitoring and performance tracking.
- Support investment research and due diligence on mutual funds, ETFs, and other investment strategies.
- Prepare materials related to portfolio positioning and investment discussions.
- Work with financial advisors to support client portfolios and investment-related requests.
- Assist advisors with portfolio allocation questions and investment-related materials.
- Help maintain a high level of service in supporting client portfolios.
Benefits
- Defined career growth opportunities.
- Retirement savings plan with a 3% Safe Harbor contribution.
- Comprehensive health and welfare benefits, including medical, prescription, dental, life, and disability insurance.
- Education assistance for relevant industry credentials, licensing, and professional growth.
- Paid Time Off (PTO).
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
