Investment Associate

Investment Associate The purpose of this job description is to outline the duties and functions to be performed in the Investment Associate role. Overview Central Trust Company provides world class "fee-only" wealth management solutions, including investment management, fiduciary services, financial, estate and tax planning services, all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902. Job Summary Central Trust Company is seeking an Investment Associate to join our team. We are seeking someone that is detail oriented, an effective communicator, and a team player. As an Investment Associate, you will work with Portfolio Managers to address client needs through meeting preparation, and client documentation. Standard Duties and Functions Meet with investment officers and anticipate monthly needs regarding compliance reviews and the creation of any needed documentation such as concentration letters, retention letters, and Investment Policy Statements Communicate with clients as needed regarding compliance related items Assist investment officers with financial planning data entry, investment research reports, or other client deliverable tasks Create investment reports as needed for client meetings Attend and participate in pre-call meetings

Created: 2026-03-11