Investment Management Associate
Austin, TX, United States
Why Join Oxbow
Oxbow Advisors is an independent money management firm (RIA) that emphasizes preservation of capital and long-term growth. It is a dynamic, fast growing firm that allows for personal growth and promotes teamwork.
Who We’re Looking For
Oxbow is seeking a motivated professional who wants to grow their career with a proven leader in the investment business. We are a team of high performers looking for the right person to bolster our growth through new client development and portfolio management. Previous experience from firms such as Merrill Lynch, UBS, JP Morgan, Morgan Stanley, Edward Jones, Northwestern Mutual, and others would be helpful.
Key Responsibilities
Prospecting for new clients and setting appointments
Onboarding new clients
Acting as the frontline client liaison
Performing additional investment related activities as needed
Requirements
3+ years of experience in the investment industry
Appropriate licenses and certifications (series 65 or equivalent)
Ability to work in person at our Austin office five days a week
Excellent people skills
Track record of success as a team player
Self starter
Benefits/Perks
Employer-paid health insurance
Dental and vision insurance
Quarterly bonus
401(k) employer match
Free parking in downtown Austin
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