Investment Assistant at Academy Financial, Inc. · Timonium, MD · Joined
AI
Investment Assistant
Academy Financial, Inc. · Timonium, MD · Just now · 0 applicants
NewHybridFull-timeJunior
Pay
Pay not listed
Workplace
Hybrid
Job type
Full-time
Level
Junior
Team: Investment Department · Source: jobright · Posted by joined-scrapper
About the role
Academy Financial is hiring an Investment Assistant to support its Investment Department with data downloads, reporting, research, rebalancing, and trading preparation. The role also supports Financial Planners, clients, and investment committee activities while using AI and automation to improve workflows.
What you’ll do
Support investment specialists with data downloads and reporting
Conduct investment research
Assist with portfolio rebalancing and trading preparation
Support Financial Planners and clients
Support investment committee activities
Use AI and automation to improve department workflows
What you’ll need
Bachelor's degree in finance, economics, accounting or related field
1–2 years of experience in investments, wealth management or financial services
Hands-on experience with generative AI tools and automation (ChatGPT, Microsoft Copilot, Claude, Power Query, Power Automate, VBA or Python)
Advanced Excel skills and proficiency with Microsoft Office
Experience with or ability to learn Redtail CRM, ClientWorks, Morningstar, YCharts and Fi360
FINRA Series 7 and 66, or willingness to obtain within six months
Original job description
Academy Financial, Inc. is hiring an Investment Assistant to support its Investment Department and investment specialists with data downloads, reporting, research, rebalancing, and trading preparation. The role also supports Financial Planners, clients, and investment committee activities, with a focus on using AI and automation to improve department…