Investment Analyst

Why Choose AWM Capital At AWM Capital, we’ve experienced exceptional growth over the past decade by delivering world-class service to elite professionals and families, while building a culture centered on excellence, mentorship, and continuous improvement. We are deeply intentional about who we hire and how we develop our people.

Our team operates with clarity, discipline, and a shared commitment to mastery. We invest heavily in our people—providing exposure, responsibility, and learning opportunities that accelerate both personal and professional growth. At AWM, your work directly impacts the lives of our clients and the trajectory of your career.

The Role of an Investment Associate at AWM Capital The Investment Associate plays a critical role in supporting AWM’s investment platform, partnering closely with the investment team and advisors to deliver thoughtful, precise, and timely investment execution. This role blends analytical rigor with operational excellence and communication, contributing directly to client outcomes and firm-wide efficiency.

As an Investment Associate, you will support public and private market investing, trading, investment research, portfolio implementation, reporting, and compliance administration—while developing deep expertise in AWM’s investment philosophy and systems. Key Behaviors and Skills Candidates Should Possess Thoroughness: Produces consistently accurate, high-quality work and comes prepared.

Inquisitiveness: A continual learner who seeks feedback and asks thoughtful questions. Discipline: Leverages systems, workflows, and processes to execute reliably and on time. Engagement: Builds strong working relationships across teams. Solution-Oriented: Approaches challenges with optimism and a problem-solving mindset.

Self-Starter: Takes initiative and moves work forward with minimal direction. Core Responsibilities Investment Research & Analysis Support research of public and private investment opportunities and ongoing evaluation of existing strategies. Assist in preparing materials for the Investment Committee, including standardized meeting templates.

Conduct individual investment research for unique client positions and present findings internally. Trading & Portfolio Implementation Execute daily trading tasks and portfolio maintenance in AWM’s portfolio management systems. Monitor portfolios for rebalancing, tax-loss harvesting, tolerance drift, and cash deployment.

Support portfolio creation, adjustments, and model alignment in coordination with senior team members. Maintain awareness of client asset flows, cash movements, and trading activity. Investment Communications & Reporting Assist in the preparation of investment communications, presentations, and internal training materials.

Create and maintain investment-related report templates and generate ad hoc client reports as needed. Troubleshoot data and performance discrepancies across reporting systems. Administration, Compliance & Operations Maintain internal investment documentation, trading logs, and compliance materials. Support audit preparation, best-execution reporting, and coordination with compliance partners.

Manage subscription documentation and investor communications for private investments. Maintain accurate data flow and classification within financial planning and reporting systems. Collaboration & Team Support Communicate clearly with advisors and internal teams to ensure accurate execution and follow-through. Participate in workflow management, process improvement, and cross-team coordination.

Requirements

Bachelor’s Degree Series 65 Trajectory to obtain a CFA