Investment Associate
1 month ago
Job Responsibilities
- Deliver exceptional client service through proactive communication with responsiveness, professionalism and tact.
- Effectively execute daily cash management and money movement activities including wire transfers, ACH transfers, journals, bill pay and recurring payments.
- Complete subscription documents for private investment opportunities and maintain updated information with fund managers.
- Assist in portfolio implementations and rebalancing
- Utilize wealth management platform to ensure reports are current with new investments, values and transactions
- Leverage financial planning software to create models that highlights a client’s financial picture and potential outcomes
- Accurately manage the recordkeeping of relevant investment-related documents, including subscription agreements, capital statements, and investment manager reports.
- Oversee entity filing with state regulators and maintain annual registrations for the same.
- Learn and adhere to the company’s risk parameters, policies and procedures.
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
- 1-3 years of operational experience in investment operations, banking, middle office, or related roles within the financial services industry.
- Strong understanding of investment products, financial markets, and investment operations processes.
- Strong organizational and time management skills with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
- Strong analytical and research skills, and the ability to complete tasks or projects with limited direction
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