Investment Assistant

The Role: The Investment Assistant supports our growing Investment Department, including its investment specialists and leadership. You will own data downloads, reporting and research support so the senior team can focus on portfolio strategy and the needs of Financial Planners and clients. Technology and AI are a department priority, and you will help put new tools to work from day one. This role suits someone with 1–2 years of investment experience who wants to learn and grow. We strive to promote from within.

Main Responsibilities: AI and automation: Serve as the department's resource for AI tools such as Microsoft Copilot, ChatGPT and Claude, using them for research summaries, report drafts and data analysis. Automate manual workflows with Power Query, macros or scripting, build shared prompt libraries and templates, evaluate new tools and train the team, all within firm and LPL data privacy policies. Data and reporting: Run daily, monthly and quarterly downloads from ClientWorks, Morningstar, YCharts and Fi360. Clean and reconcile data in Excel, maintain holdings files for SAM, variable annuity and managed 401(k) models, produce performance and internal reports (model drift, cash levels, accounts due for review), and keep Redtail CRM current. Research and due diligence: Pull fund and manager data, including performance, risk, fees and Fi360 fiduciary scores. Populate due diligence templates, update the quarterly fund watch list and keep due diligence files documented. Rebalancing and trading: Prepare rebalance and trade files for SAM models, variable annuity subaccounts and managed 401(k)s. Run pre-trade checks and support execution, paperwork processing and account transfers under supervision. Financial Planner and client support: Build holdings analysis and exhibits for prospect account takeovers and client review meetings, and compile data and charts for rebalancing, quarterly update and market-event communications. Investment committee and department support: Prepare committee materials and asset allocation data, keep decision logs, Investment Policy Statement records and model change documentation, and maintain written department procedures.

Required Skills and Experience: Bachelor's degree in finance, economics, accounting or a related field1–2 years of experience in investments, wealth management or financial services Hands-on experience with generative AI tools (ChatGPT, Microsoft Copilot, Claude) and the ability to learn new technology quickly Advanced Excel skills (lookups, pivot tables, large data sets) and proficiency with Microsoft Office Experience with, or ability to learn, Redtail CRM, ClientWorks, Morningstar, YCharts and Fi360Exceptional attention to detail, organization and communication skillsFINRA Series 7 and 66, or willingness to obtain within six months

Preferred: automation experience with Power Query, Power Automate, VBA or Python; familiarity with performance reporting and portfolio analytics software

Who We Are: Looking For A curious, detail-oriented self-starter who puts clients first, is excited about technology and AI, looks for better ways to get work done, and stays organized and professional while juggling requests from multiple team members.

What We Offer: Competitive salary, incentive-based bonus plan, health care and 401(k) benefits, and support for licensing and professional designations, in a supportive, entrepreneurial environment where we strive to promote from within. xhqgsiq Next StepsApply directly through the current job board, or submit a cover letter, resume and salary requirements to Ashley Vest at, or by mail to: Academy Financial, Inc. 1447 York Road, Suite #801 Lutherville, MD 21093 Academy Financial, Inc. is an Equal Opportunity Employer.