Wealth Management Co-op Summer 2023 Semester

Bartlett manages over $8 billion in assets and has offices in two cities, with a total of 76 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients.

Summary

The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and client-facing sides of the wealth management business. The ideal associate will have an interest in pursuing a career in the investment advisory/wealth management industry.

Please note: This co-op opportunity is limited to University of Cincinnati students only at this time.

Responsibilities

Financial Planning Duties:

• • Input information into Financial Planning software, including account statements and holdings.
• • Organize and summarize living expense data from clients.• Assist with eMoney support / connecting accounts.•
• Track completion plan rate of each team member and provide analytics to aid results.•
• Assist with Required Minimum Distribution (RMD)/ Inherited RMD tracking.•
• Prepare client friendly financial reports.•
• When appropriate, attend client meetings in a learning capacity.•
• Participate on calls with outside mutual fund managers.•
• Research and other miscellaneous projects.

Investment Duties:

• • Coordinate and obtain information from call reports, review of prior plan, and acquire missing information and items needed from the client.•
• Produce the corporate bond buy list two to three days per week. •
• Update and maintain equity summary holding document.•
• Assist wealth advisors with preparation of Strategic Asset Allocation Committee meeting materials.•
• Assist Market Charts Committee to prepare investment and economic information for client meetings.•
• Import and maintain model accounts in portfolio management system.•
• Attend weekly Investment meetings, Acquiring and Retaining Clients meetings, Product Manager meetings, and other department or firm meetings in a learning capacity.
• Research and conduct due diligence of Environmental, Social, and Corporate Governance (ESG) holdings.

• Pursuing a bachelor’s degree in a related field (Finance, Economics, other applicable business degree, etc.).
• Computer literate with a strong aptitude and proficiency in technology solutions, including but not limited to, Microsoft Office applications.
• Ability to work independently and as part of a team to complete tasks in a timely and efficient manner, while maintaining accuracy and attention to detail.
• Ability to maintain focus while juggling multiple tasks and priorities from multiple people. Ability to manage time and meet deadlines.
• Ability to organize responsibilities and determine priorities in a changing work environment.
• Ability to communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment.
• Experience working with Bloomberg, Morningstar, eMoney and/or wealth management systems is a plus.