Fixed Income Associate

The Fixed Income Associate will have significant opportunities for learning and professional growth within the firm, gaining cross functional knowledge in investment management.  The person in this role will undertake a range of responsibilities, including research, analysis, trading, and operational support. In addition, the individual will help manage fixed income assets in alignment with client guidelines.  S(he) will partner with advisors to understand the needs of clients and prospective clients and build presentations to articulate investment solutions. While the role will focus on institutional clients, there will be overlap with wealth management work for private clients. The role provides a significant opportunity for growth within the firm over time with multiple career paths.

Position Responsibilities:

Client Reporting & Business Development Support

• Assist the team in updating quarterly fixed income market outlook and commentary.
• Lead the completion of quarterly and annual information requests from existing clients and partners.
• Regularly distribute Bartlett’s fixed income strategy information and performance details to key consultants and institutional partners.
• Quarterback the completion of institutional RFPs and related information requests by establishing relationships with departments across the firm.
• Update and maintain institutional-related marketing and RFP materials.
• Ensure the integrity of Bartlett’s brand, message, and client data in all presentation materials and client review pages.
• Produce various periodic reports and handle special projects as needed.

Strategy Implementation

• Support senior staff with day-to-day management of fixed income portfolios, including but not limited to matching portfolios to their associated models, monitoring cash levels, identifying new opportunities, and trade execution.
• Develop and maintain customized portfolio analysis utilizing software including Morningstar Direct, Bloomberg, and other internal portfolio accounting and trading systems.
• Maintain and regularly update an internal list of the fixed-income team’s favored investments with pricing, credit ratings, and related information.
• Maintain broad knowledge of financial markets, current events, and economic trends, and evaluate their effects on Bartlett’s fixed income investment strategies.
• Conduct research and analysis across the firm’s fixed-income holdings and effectively communicate findings to the broader team.

Knowledge, Skills, and Abilities:

• Self-starter with a strong work ethic and ability to manage one’s work on a day-to-day basis without constant oversight, meet deadlines, and handle a high volume of work with accuracy.
• Team-oriented approach with the ability to collaborate with Operations, Technology, Investment, and Marketing teams and develop effective relationships with colleagues.
• The ability to communicate effectively with a wide range of people in a professional manner, both orally and written.
• The ability to creatively enhance data through storytelling.
• Strong organizational/process management skills with the ability to prioritize work.
• Have a sense of urgency and keen attention to detail.
• Analytical ability to troubleshoot and problem-solve.
• High regard for confidentiality.
• Show innovative and creative thinking.
• Fundamental understanding of various asset classes including equity, fixed income, and alternatives.

Position Requirements:

• Bachelor’s degree in a related field (Finance, Economics, or other business degree is preferred).
• Knowledge of capital markets, investment strategies, and the institutional investment landscape.
• Pursuing the CFA or having an interest in doing so, is highly desirable.
• 3+ years of relevant experience with a financial services firm.
• Proficiency in Microsoft Office solutions, especially Excel, PowerPoint, and Word.
• Experience and familiarity working with Morningstar Direct, and Bloomberg is preferred.

What we offer:

• A Top Workplace winning culture built on teamwork, integrity, and diligence.
• Engaging work environment.
• Opportunity for professional growth and development.
• A hybrid work schedule.
• Competitive salary and eligibility for annual firm profitability/individual performance incentive.
• Comprehensive benefits package includes medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.
• 401(k) plan with match and profit-sharing contribution.
• Generous paid time off.
• Paid parental and medical leave.

Bartlett Wealth Management has 83 employees between its locations in Cincinnati, Chicago, and Louisville, and about $9.4 billion in assets under management as of December 31, 2024.

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