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SalarySummary
We are looking for a high performing individual who thrives in a team environment. This role is a critical contributor to the success of the organization, driving valuable information and insights. Our ideal candidate is service-focused and will be responsible for our client’s portfolio management activities; primarily trading and rebalancing, as well as investment performance review and asset allocation review. The Associate will serve as a business partner to members of the Investment Team and Client Experience Team.
The Associate is one of the primary points of contact for Advisors. The ideal candidate will ensure a high level of client support is delivered in a responsive manner with exemplary advice. The Associate may handle incoming questions on client portfolios and investments.
Essential Functions
- Monitor trading requests and be part of the team primarily responsible for trading
- Monitor portfolios for portfolio drift and manage cash balances
- Monitor and assist internal partners with critical client work, including:
- Investment implementation and portfolio rebalancing
- Generating reports and data mining for various portfolio management tasks
- Performance reporting and evaluation
- Verbal and written communication to clients pertaining to investment information or other investment related requests
- Tax-loss harvesting
- Work with team members from Operations and Client Service to ensure accurate and high-quality client deliverables
- Coordinate analysis and responses to ad-hoc client and team member inquiries
- Learn and adapt to new software and technology
- Actively engage in available training and education programs
- Actively engage in projects to increase operational efficiency and scalability
Required Education & Experience
- A bachelor’s degree from an accredited college or university
- Interest in a CFA or CAIA designation
- 1+ year(s) of experience in the financial services industry
- Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage lateral and upwards
- Emotional maturity and professional mindset
- Excellent communication skills, both written and verbal
- Proficiency in Excel and PowerPoint
