The Investment Associate provides assistance in trading, asset allocation, portfolio construction, manager selection, and due diligence, among other areas. Responsibilities include the update of client portfolio performance reports in preparation for client meetings. Support clients by executing trades, tax planning, and model rebalancing. Maintain the firm’s model portfolio performance reports. Research securities and communicate findings to team and/or clients. Support investment related projects of the team. Qualifications: Has earned an undergraduate degree in a related discipline such as Accounting, Finance or Economics; Has earned or is progressing toward obtaining securities licenses. (ie, SIE, Series 7, 66) Proficiency in Microsoft Office, Excel preferred. This position reports on-site in Frederick, Maryland. Submit resume to

Contact: 154 N Market St Side A