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Associate, Investment Advisory

3 months ago

Jacksonville, United States Corporate One FCU Full time
Job DescriptionJob DescriptionAre you eager to develop your career in the finance industry? We are seeking an Associate, Investment Advisory to join our Accolade team. In this role, you will play a crucial part in assisting our team of investment advisors in formulating and executing balance sheet strategies for our credit union clients.

About Us:

Accolade, founded in 2007, is a wholly owned credit union service organization (CUSO) of Corporate One Federal Credit Union and provides outsourced financial advice and tools to small and medium-sized credit unions across the country. As an Associate, Investment Advisory you will have the opportunity to work alongside experienced professionals, gain valuable industry insights, and contribute to our clients’ success. Plus, you’ll enjoy a supportive and collaborative work environment where your ideas are valued and your career growth is encouraged. We are a small and growing team where every individual has an impact on the product and top line growth.

Location: Remote of Office-based (Preference for Greater Columbus, Ohio Area)

Main Responsibilities:

The Associate will be responsible for performing day-to-day tasks related to financial advisory for credit unions. This includes providing insights on balance sheet management, assisting with ALCO meetings, and offering recommendations for portfolio management.

  • In partnership with senior Accolade investment advisers, provides counsel and support to client management and asset-liability committees. Participates in the ALCO meetings of clients to interpret risk reports, financial performance, and provide guidance on the balance sheet impact of strategic decisions.
  • Reviews and evaluates Asset Liability Management (ALM) model results, identifies straightforward to somewhat complex anomalies and reports findings to Accolade advisors. Assists clients in the interpretation and understanding of interest rate risk levels and trends.
  • Performs ad-hoc analysis, investment research, and strategy development at the request of senior Accolade investment advisers. Develops and supports tools used to produce Investment Advisory deliverables.
  • Collects data from clients monthly/quarterly per established process and validates data for reasonableness. Works with clients to troubleshoot and problem solve issues with data collection and integrity.
  • Delivers excellent public relations and relationship management services for Accolade. Provides support to the sales process.
  • Proactively pursues professional development opportunities pertaining to investment and client management, and the credit union industry.
  • Flexible to perform other duties and projects as assigned.

Desired Qualifications:

  • Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field.
  • Experience: Minimum of 2 years of related progressive experience in addition to educational requirements listed above, balance sheet management for a financial institution is preferred.
  • Specific Job Knowledge and Skills Required: Strong analytical skills, attention to detail, problem solving abilities, effective communication skills and an understanding of accounting principles and financial reporting are required. Licensed Investment Advisor Representative (Series 65) preferred and/or must be obtained within 180 days of employment.
  • Technology Skills Required: Working knowledge of Microsoft Office Word, Excel, Access, PowerPoint and Outlook. Power BI analysis and Bloomberg a plus.

Corporate One Federal Credit Union is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

If you’re ready to take the next step in your finance career, we want to hear from you