Portfolio Management Associate

2 weeks ago

Pittsford, United States Alesco Advisors LLC Full time
Job DescriptionJob Description

Position Overview

Primary responsibilities will include the investment and monitoring of client accounts.

The ideal candidate is process-oriented, attentive to details, and able to act upon deadlines. They will also demonstrate a team-oriented attitude and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments. The candidate will share a desire to provide outstanding service to clients, which will be accomplished in this role through the effective implementation of the firm’s investment strategy.

Core Responsibilities

  • Determining appropriate trades for client portfolios according to client investment objectives, firm investment strategy, and portfolio manager instructions
  • Ongoing monitoring of client portfolios to ensure compliance with each client’s stated investment objectives
  • Executing trades with third party brokers
  • Facilitating post-trade allocation and processing support with brokers and custodians
  • Assisting in investment research projects, including investment fund due diligence as well as economic and capital markets topics
  • Working in a team environment and providing consultation to advisors and senior investment professionals in formulating appropriate responses to client requests
  • Other duties may also be assigned

Requirements

Education & Experience:

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or Statistics preferred. Please include GPA in resume.
  • 3+ years of experience in the financial services industry preferred
  • Series 65 license or attainment upon employment is required
  • Willingness to obtain the Chartered Financial Analyst (CFA) designation

Knowledge and Technical Skills:

  • Proficiency in business applications, such as Microsoft Office suite, specifically with respect to financial, statistical, and reference functions
  • Understanding of investment concepts and taxation

Key Competencies:

  • Desire to have a career in the investment advisory industry
  • Responsiveness to feedback and effective time management, prioritization of tasks, and overall organization
  • Strong written and verbal skills, including the ability to prepare materials clearly and effectively for senior level audiences
  • Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills

Benefits

Health, Dental, and Vision Insurance

401(k) Employer Match

Group Life Insurance and AD&D

Long Term Disability

Short Term Disability Supplement

Vacation time, Sick Time, and Holiday pay

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