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Are you detail-oriented, passionate about investments and portfolio administration, and seeking to join a close-knit team where ideas flow freely and every voice is heard? Fort Pitt Capital Group – an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture – is currently hiring an entry-level analyst. As a Junior Investment Analyst, you will play a critical role in the implementation, reallocation, and rebalancing of client portfolios. Working closely with senior members of the Asset Management team, you will execute buy and sell transactions, ensuring adherence to investment policy parameters and target allocations. Your strong organization and prioritization skills will be essential in monitoring portfolio performance, making investment decisions, and maintaining compliance with industry regulations.
Why Join Our Team
- Career Growth: If you’re driven by continuous learning and personal growth, you’ve come to the right place. As part of our team, you’ll delve into the intricacies of the investment industry, gaining invaluable insights and expertise. Unlike larger firms, we empower our team members with the chance to work on projects that amplify your skills and knowledge.
- Collaborative Environment: We are all in this together! Our team operates as a cohesive unit, driven by mutual support and respect. No matter your role, you’ll find an unwavering sense of camaraderie that elevates your potential.
- Exposure to Senior Leadership: Our Chief of Asset Management and Chief Investment Officer are not distant figures; they are mentors who help guide your career journey. In our weekly team meetings and bi-weekly Investment Policy Committee meetings, your voice is heard, and your ideas are valued.
What You’ll Do
- Implement client portfolios
- Reallocation and rebalancing
- Decision-making for portfolio management
- Maintain compliance with investment policies
- Performance monitoring and reporting
What You’ll Bring
- Bachelor’s degree in finance, business, or related field is required
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook) is required
- 1-2 years of relevant work experience is preferred
- Prior internships in financial services or investments are preferred
- Interest in pursuing the Chartered Financial Analyst® (CFA®) designation or Series 65 is preferred
The Ideal Candidate Has the Following Human Skills:
- Demonstrated ability to take direction, work collaboratively within a team structure and across functional departments
- Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
- Command of written language with very few grammatical mistakes
- Strong verbal communication and a comfort level communicating with individuals at all levels of the organization
- Excellent organizational skills and ability to maintain accurate and detailed documentation
- Shows a proactive approach to work and takes initiative without constant supervision
About The Position
- In office work environment
- No direct supervisory responsibilities
- Regular Full-Time (40 hours per week)
- Exempt/No Overtime
- Work Schedule is Monday – Friday, 8:30am – 5:00pm
- Rare evening and weekend work may be required if a major issue or time constrained emergency occurs
- Little to no travel is expected for this position
- Competitive base salary
Who We Are
Fort Pitt is a trusted fiduciary investment advisory firm with offices in the Greater Pittsburgh and Central PA regions. Our mission is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management. Since our inception in 1995, we have focused on continued growth, and as a well-established and highly respected firm, we’ve received numerous awards and are regularly featured in CNBC, Forbes, Barron’s, Financial Advisor, Harrisburg Magazine, and Pittsburgh Business Times.
Fort Pitt offers its eligible employees a comprehensive and competitive total rewards package, including:
- Medical/Prescription, Vision, and Dental Insurance
- Health Savings Account (HSA) or a healthcare Flexible Spending Account (FSA)
- 401(k) Profit Sharing Plan
- 12 Paid Holidays
- 4 weeks of Paid Time Off (PTO)
Fort Pitt Capital Group, LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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