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Associate Analyst

Pittenger & Anderson, Inc.
5533 S 27th St, Lincoln, NE 68512
Temporarily remote
From $40,000 a year - Full-time

Location

5533 S 27th St, Lincoln, NE 68512

Benefits
Pulled from the full job description

  • Dental insurance
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Retirement plan

Full job description

About Pittenger & Anderson:

Pittenger & Anderson is a fee-only Registered Investment Advisor (RIA) based in Lincoln, Nebraska. We manage more than $2 billion for 700+ individuals, families, and organizations across 33 U.S. states. Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we advocate for your best interests day in and day out. Our approach results in shared success. The DNA of this company rests on three principles: transparency, collaboration, and treating clients with dignity.

Job Summary:

You will be expected to perform at a high level in a fast pace, open environment. You will engage in research and trading of various securities, including mutual funds, ETFs, stocks, and bonds. You will participate in client meetings reviewing their portfolios and other aspects of their financial lives. Over time, you will help contribute to the marketing and business development activities of the firm.

Associate Analyst Responsibilities:

  • Perform due diligence reports on mutual fund and ETF managers
  • Present research and participate in discussions regarding securities held in client portfolios
  • Monitor and report on performance of securities and client portfolios
  • Participate in portfolio review process and subsequent client reporting
  • Trade mutual funds, ETFs, stocks, and bonds through various platforms
  • Support advisor-client relationships by processing client service requests
  • Participate in all-staff meetings including strategic planning and business development
  • Assist with various firm projects requiring your attention, including production of marketing material and client-approved reports

Required Qualifications:

  • You have (are pursuing) a bachelor’s degree and willing to pursue CFA Charterholder Program
  • You are motivated, proactive, and detail-oriented
  • You embrace change and crave constant learning
  • You are sociable, engaging, and confident (you will spend a lot of time collaborating with co-workers and presenting to clients)
  • You enjoy using (and possibly building) software and other technology products

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Retirement plan

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental Pay:

  • Bonus pay

Education:

  • Bachelor's (Preferred)

Work Location:

  • Multiple locations

This Job Is Ideal for Someone Who Is:

  • Dependable -- more reliable than spontaneous
  • People-oriented -- enjoys interacting with people and working on group projects
  • Adaptable/flexible -- enjoys doing work that requires frequent shifts in direction
  • Detail-oriented -- would rather focus on the details of work than the bigger picture
  • Achievement-oriented -- enjoys taking on challenges, even if they might fail
  • Autonomous/Independent -- enjoys working with little direction
  • Innovative -- prefers working in unconventional ways or on tasks that require creativity

Company's website:

  • https://pittand.com

Benefit Conditions:

  • Only full-time employees eligible

Work Remotely:

  • Temporarily due to COVID-19

COVID-19 Precaution(s):

  • Remote interview process
  • Social distancing guidelines in place
  • Virtual meetings
  • Sanitizing, disinfecting, or cleaning procedures in place