This role is responsible for preparing critical client meeting materials, building customized presentations, and sourcing data for in-house research and analysis. The Associate will partner with advisors and planners to understand the needs of the client and build presentations to articulate investment and planning solutions. The role provides opportunity for growth within the firm over time.

What you'll be doing:

• Maintain, update and design all client reporting materials for the firm.
• Develop customized portfolio analysis for clients and prospects utilizing software including Morningstar Direct, Bloomberg, Hidden Levers, and other internal portfolio accounting and trading systems.
• Take proactive ownership of deliverables. Ensure integrity of Bartlett brand, message, and client data in all presentation materials and client review pages.
• Support the development of economic and market analysis for the Strategic Asset Allocation Committee and the Market Charts Committee.
• Support the development of the Annual Strategy Update, the premier event articulating our investment and planning strategies to clients and prospects.
• Champion the use of technology to enhance and promote a unified client experience.