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® 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.