Investment Associate
3 weeks ago
Central Bancompany Investment Associate Job Description
We are seeking a detail-oriented and effective communicator to join our team as an Investment Associate. This role will work closely with Portfolio Managers to address client needs through meeting preparation and client documentation.
Key Responsibilities:
- Create investment reports as needed for client meetings
- Meet with investment officers to anticipate monthly needs regarding compliance reviews and documentation
- Communicate with clients regarding compliance-related documents
- Assist investment officers with financial planning data entry, investment research reports, and other client deliverables
- Attend and participate in pre-call meetings
Additional Responsibilities:
- Assist with daily clerical duties, including light cleaning after client meetings and events
- Attend events sponsored by Central Bancompany
Requirements:
- High School Diploma or GED
- Preferred: Undergraduate degree in business, such as finance, economics, or accounting
- Participation in CFA or CFP program
- 3 years industry experience
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