Investment Associate …

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.