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Investment Management Associate

1 month ago

Timonium, United States Berman Mcaleer Llc Full time

The Investment Management Associate will be highly motivated and an important part of Berman McAleer's growing investment advisory department. This position will be responsible for daily portfolio management, trade execution, maintenance of client portfolio models, investment due diligence, client investment proposals, performance reporting, client account, and security setup, along with various other investment team or advisor directed projects.

Responsibilities

Portfolio Management

  • Manage client portfolios in line with the firms investment philosophy.
  • Develop a mastery of our trading and rebalancing systems in order to coordinate and execute individual and block trades on behalf of our 400+ clients.
  • Trading will include rebalancing portfolios, investing cash deposits, raising cash for withdrawals, tax loss harvesting, and targeted asset allocation across client accounts.
  • Work with our external trading desk to execute individual fixed income trades.
  • Coordinate automatic withdrawal/deposit plans in client accounts.
  • Maintain Cost Basis and Purchase Date History.
  • Ensure client portfolios are properly aligned with their individual investment target allocation and goals.

Investment Due Diligence

  • Monitor the firms investments to ensure they are aligned with client goals and portfolio objectives.
  • Create internal reports to track investments.
  • Run investment screens across the various asset classes in our portfolios.
  • Follow periodic fund manager updates and record notes.

Client Investment Proposals

  • Create investment proposals, including proposals to onboard new clients to our investment models, re-allocations of current client portfolios, or allocations for client retirement accounts.

Performance Platform & Reporting

  • Prepare monthly performance reports on the firms core holdings.
  • Setup and maintain client accounts, including complex alternative holdings.
  • Troubleshoot data and reporting discrepancies.
  • Generate internal audits, such as classifying securities, maintaining pricing, and transactional data.
  • Develop new Views and Attributes to facilitate automation and best execution.

Ability to follow a financial plan, identify issues, and execute it properly.

Assist the investment department & advisors with various projects related to investments, performance reporting, and client account setup.

Qualifications

The ideal candidate will have a minimum of one year of experience in Investment Management and a bachelors degree with exceptional communication skills. Other crucial skills are as follows:

  • Integrity
  • Team-Oriented
  • Demonstrated ability to effectively manage, prioritize, and accomplish multiple tasks
  • Analytical
  • Attention to detail / Organized
  • Flexibility/Adaptability
  • Proactive
  • Project Planning and Execution
  • Passion for learning with an interest in financial markets/investing
  • Proficient in Microsoft Excel
  • Relevant undergraduate coursework or industry experience preferred

Benefits

A robust benefits package, a supportive and professional environment, a salary commensurate with your experience and a real opportunity for professional development.

  • Health, Dental & Vision
  • 401K
  • LTD, Life Insurance
  • Paid Time Off (PTO)

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