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Job Description
The Investment Analyst is a junior research/support position that provides technical support for
t h e I n v e s t m e n t D e p a r t m e n t at WMS Partners.
Duties and Responsibilities I nclude:
Assist Research Analysts and Portfolio Managers in preparing investment research reports
for the firms Investment Committee
Execute client trades through the firms custodians
Maintain the firms portfolio rebalancing software
Use Morningstar, Value Line, and other research software to screen for new investment
ideas and maintain due diligence on existing holdings
Maintain the firms investment model spreadsheets
Sit in on Investment Committee meetings and maintain the Committees meeting log
Complete Special projects as needed
The Investment Analyst is meant to be a support role with mentoring from Research Analysts,
Portfolio Managers, and other investment professionals at WMS. This position has limited decisionmaking authority on client matters but successful associates will earn more client and portfolio
management responsibility with experience and tenure at WMS Partners.
Desired Skills and Experience
Qualifications:
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Benefits including 401(k)/profit sharing plan, health insurance, paid holidays, vacation and
tuition assistance
Partial and/or full financial support for professional accreditation/continuing education
requirements and other education/training opportunities, if applicable. Support amount
will be determined by management each year.
WMS Partners is a nationally recognized fee-only financial advisory firm located in Towson,
Maryland. The firm was formed in 1993 for the purpose of providing comprehensive multi-family
office, investment advisory and financial planning services to an exclusive group of individuals and
families with substantial wealth. As the chief financial officer for our clients, we are the central
point and advocate for their financial affairs. Comprised of a team of over 40 professionals, WMS
Partners has over $2.75 billion in assets under management.
WMS Partners LLC is an Equal Employment Opportunity/Affirmative Action Employer
F/M/D/V/SO
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