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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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Investment Management Associate jobs in Austin, TX, United States

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