Investment Associate

3 weeks ago

Syracuse, United States S.E.E.D. Planning Group LLC Full time
Job Description

Job Description

S.E.E.D.'s Investment Division is responsible for managing individual and institutional client investment portfolios on a discretionary basis. This team also provides guidance and recommendations on client portfolios (including 401k and 403b accounts) held away at outside institutions.

On a day-to-day basis, the Investment Team members, including Investment Associates and Investment Analysts are responsible for the following:

  • Processing money movement requests, transferring client funds between investment accounts and to outside financial institutions.
  • Processing trades of equity and fixed-income securities, and rebalancing client portfolios to ensure consistency with the assigned objectives and risk tolerance.
  • Ongoing analysis of mutual funds and ETFs, to ensure delivery of high-quality investment vehicles to our clients.
  • Provide analysis and reporting to the Financial Planning and Tax Teams.
  • Prepare analysis and reporting for our individual and institutional clients.
  • Communicating with clients regarding investment-related matters.
  • Serving as a primary point of contact in managing relationships with investment-only (non-financial planning) clients.
  • Contributing to the equity research process through the analysis of companies as directed by senior management.
  • Assisting with the Your Values and Fixed-Income investment programs as assigned.
  • Assist in maintaining and updating the internal Investment Team web page.

Company Description

Fee-Only Financial Planning | Investment Fiduciary | No Commissions

We are a Personal Empowerment Company masquerading as a Financial Services Firm. We are focused on improving client financial health by redesigning how financial planning, investment management, and tax advice are delivered, while at the same time creating an environment where (we expect) team members to grow personally and professionally every day. At S.E.E.D., there are no limits. If you want to build something great and be exceptional, we want to help you get there.

Company Description

Fee-Only Financial Planning | Investment Fiduciary | No Commissions\r
\r
We are a Personal Empowerment Company masquerading as a Financial Services Firm. We are focused on improving client financial health by redesigning how financial planning, investment management, and tax advice are delivered, while at the same time creating an environment where (we expect) team members to grow personally and professionally every day. At S.E.E.D., there are no limits. If you want to build something great and be exceptional, we want to help you get there.

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