{"Performance Associate":"Investment Performance Specialist"}

3 days ago


Savannah, Georgia, United States IPS, LLC Full time
{"h3>Job Description

Position

Investment Performance Specialist

Job Description

Full-time position for a firm that provides education, proactive advice, and customized solutions to employee benefit plans.

  • To gather data from various sources such as custody banks and investment companies, via direct communication and secure portals.
  • To file the data accordingly and make necessary inputs to reporting software.
  • To calculate and reconcile investment returns and transaction history.
  • To track and evaluate compliance certifications from investment companies.
  • To identify investment return differences and problem solve any discrepancies.
  • To generate reports based on the data and information collected.
  • To coordinate with other departments to obtain any other materials required for a client's final reporting package.
  • To provide recommendations and identify items of interest to the Investment Consultant.

Skills

The Candidate must be detail-oriented and possess the ability to multi-task. He/She will be expected to demonstrate good communication and organizational skills, and project a professional image through in-person, telephone, and email interactions.

The Candidate must possess a strong work ethic and work well in a team environment. Due to the nature of the industry, workflow will vary based on various factors.

The Candidate must be experienced in using computer programs including Microsoft Office and Adobe. Any experience using InvestmentMetrics and OnContact is valuable.

Requirements:

The Candidate must have a bachelor's degree with a focus in finance, accounting, or math.

Employment Benefits

• Major Medical / Hospitalization

• Dental

• Life Insurance

• Short-Term Disability

• Long-Term Disability

The company pays for all the individual employee coverages listed above.

Dependent coverage may be paid by the employee through payroll deduction.

• Paid Holidays

• Paid Vacation – based on length of service

• 401(k) Plan – eligible after 6 months service

We are an equal opportunity employer.



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