Wealth Associate

About Us: Washington Trust is the oldest community bank with a leading investment management firm dedicated to providing innovative financial solutions and exceptional client service to our clients. We are committed to fostering a collaborative and inclusive work environment where our employees have cultivated a truly unique culture. We seek to hire a Wealth Management Associate with no less than 5 years of experience that has a heightened skillset in Excel and reporting analytics.   Job Summary: The Wealth Management Associate will be responsible for supporting selected Portfolio Managers as they develop and implement investment strategies, conducting market research, and maintaining/growing client relationships. This role involves preparing detailed reports, direct client communication (daily), and ensuring the smooth execution of investment decisions.   Location: This position is located in Providence or Westerly, and may be remote or hybrid within MA, RI and CT.     Key Responsibilities: Provide the highest level of investment support to selected Portfolio Managers Play integral role in EVERYTHING investments, compliance, and reporting Prioritize and deliver on client requests in a timely manner - ensuring accuracy from inception to completion Comprehensive and proven technical proficiency across multiple software platforms Develop and enhance Excel and analytical reporting Prepare client-facing presentations for meetings, customized exhibits, and performance analytics Cultivate and maintain relationships with members of other areas of the bank to best service clients and their financial needs Place trades and Process cash movement (receipts, disbursements, transfers) with an emphasis on accuracy and timeliness Solve complex and impromptu matters that can require out-of-the box thinking Serve as coverage for Portfolio Managers and Trust Officers while at meetings or when out of office Coordinate communication with outside professionals (i.e. accountants, estate attorneys) for enhanced client service deliverables Qualifications: Bachelor's degree in Finance, Economics, or a related field Progress towards CFA designation or comparable industry designation Minimum of 5 years of experience in portfolio management or a related field. Strong analytical, quantitative and presentation skills. Excellent communication and interpersonal skills. Proficiency in financial modeling and investment analysis tools. Ability to work independently and as part of a team – team culture is important Benefits: Competitive salary and performance-based bonuses. Comprehensive health, dental, and vision insurance. Retirement savings plan with company match. Professional development opportunities. Flexible work arrangements.