We're Hiring

The Ellerson Group, Inc. is an Equal Opportunity Employer. Job openings are listed below. Please send resumes to Chrepolt@ellersongroup.com.

Open Position: 

Investment Research Assistant

INVESTMENT RESEARCH ASSISTANT (Part-time):

The RESEARCH ASSISTANT is an entry or mid-level research position focused on mastering the investment research and trade implementation process of The Ellerson Group. The RESEARCH ASSISTANT t is pursuing a career in investment research and gaining research skills in the role or has developed these skills and looking for a part time/more flexible environment. This individual works closely with our research team members to provide support in the analysis and decision-making process for mutual fund and ETF investments.

The RESEARCH ASSISTANT role is typically responsible for the following:

· Master The Ellerson Group best practices related to mutual fund and ETF research.

· Research new Mutual Fund and ETF offerings and develop new capabilities for tracking and analysis.

· Master current investment research tools (Zack’s and Morningstar) and learn additional research platforms as needed.

· Present new trade ideas to the investment team.

· Participate in and eventually lead meetings with fund wholesalers.

· Coordinate with Advisors on building and executing trade ideas.

· Support Wealth Strategy Team on completion of more complex cases on clients they are assigned and/or other work assigned to them on other clients.

· Build strong technical knowledge of portfolio management, rebalancing, trading, and creating and interpreting various client reports.

· Demonstrate intellectual curiosity, actively building knowledge of financial markets and The Ellerson Group investment philosophy. Begin to address client questions regarding their investment portfolio and/or performance.

A couple of special notes about our RESEARCH ASSISTANT position:

· This position is an in-person position in our Annapolis office.

· This is a part-time position, with an expected hour amount of 15-20 hours per week.

The RESEARCH ASSISTANT role typically requires the following qualifications:

Here are a few of our must haves:

· Bachelors Degree from an accredited college or university in the areas of finance, accounting, economics and/or related field

· New college graduates to several years of experience in a professional work environment, preferably in accounting or financial services

· Passion for the investment research process

· Proficient in Outlook, Word, Excel, and PowerPoint, as well as CRM software.

· You will be process oriented, organized, detail-oriented, and able to multitask.

· You always maintain a client first attitude.

· You will exude excellent verbal and written communication skills to build strong interpersonal relationships at all levels of the organization.

· You are a team player, you enjoy collaboration and helping others, but you can also work independently on project work.

Here are some skills that are helpful in your success:

· You are a self-motivated, client-oriented, energetic, resourceful, and eager to learn person

· You enjoy trouble shooting and problem solving to help others in a timely and efficient manner.

· You will have a proven track record for solid attendance in your previous work experiences.

· You will maintain a high level of technical knowledge by participating in educational opportunities and reading technical publications.

Why Join Us?

· We are a growing firm, with opportunities for future growth and advancement in your role.

· We believe in collaboration, innovation, excellence doing what’s right, and helping our team to provide a world class service.

· At The Ellerson Group, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1995 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.