We are seeking a motivated, analytical individual who is ready to launch a career in investments and asset management. This is an excellent opportunity for a recent or upcoming college graduate who wants to learn from experienced investment professionals and grow within the organization. The schedule is hybrid - Monday and Tuesday in the office and Wednesday - Friday, remote. Pay is $78,000
Previous investment experience is not required. We are looking for someone who is curious, takes initiative, enjoys figuring things out, and is eager to learn.
Responsibilities:
Assist with financial, economic, market, and investment research
Analyze financial data, fixed-income securities, and investment opportunities
Help build and update financial models, forecasts, and Excel-based analysis
Monitor interest rates, economic trends, and market activity
Assist with investment reports, presentations, and committee materials
Learn directly from senior investment professionals while gradually taking on greater responsibility
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field — recent and upcoming graduates encouraged to apply
Strong Excel skills and comfort working with numbers and data
Analytical mindset with excellent attention to detail
Self-starter who takes initiative rather than waiting to be told what to do
Intellectual curiosity and a willingness to research, ask questions, and figure things out
Strong communication skills and a genuine desire to learn and grow
Hybrid Schedule: Monday & Tuesday in office | Wednesday–Friday remote
A plus, but not required: Exposure to Bloomberg, Python, SQL, financial modeling, investments, or fixed-income coursework.
Numbers & Facts
Location
Birmingham, AL
Skills
Accountingunmatched
Analysis Skillsunmatched
Asset Managementunmatched
Communication Skillsunmatched
Detail Orientedunmatched
Economicsunmatched
Financeunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Fixed Income Investmentsunmatched
Forecastingunmatched
Interest Ratesunmatched
Investment Analysisunmatched
Investment Managementunmatched
Investment Reportingunmatched
Market Researchunmatched
Market Trend Analysisunmatched
Microsoft Excelunmatched
Securities Investmentsunmatched
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