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Investment Management Specialist
2 months ago
Position Title: Investment Management Specialist
Role Summary:
An Investment Management Specialist plays a vital role in supporting investment strategies, fiduciary services, and client engagement. This position provides an excellent opportunity to work alongside experienced professionals while gaining practical experience in portfolio management, client interaction, and strategic initiatives. The successful candidate will excel in a client-centric environment, exhibit strong analytical capabilities, and show a dedication to providing outstanding service to affluent clients.
Key Responsibilities:
- Work in conjunction with relationship managers to formulate and implement business growth strategies.
- Assist in the coordination of client meetings, outreach to key influencers, and promotional events to strengthen client relationships and business development initiatives.
- Support investment management functions, including portfolio evaluation, market research, and asset distribution strategies.
- Comprehend the investment methodology, principles, and decision-making processes as they pertain to individual client accounts.
- Oversee client communications, transactions, and inquiries, ensuring exceptional service delivery.
- Collaborate with internal teams such as legal, tax, operations, and compliance to meet client requirements.
- Engage with clients' external advisors, including accountants and legal professionals.
- Prepare client presentations, proposals, and reports for discussions and evaluations.
- Maintain precise records, databases, and documentation related to client interactions and transactions.
- Identify and explore opportunities to enhance processes affecting clients and to broaden client relationships.
- Assist with fiduciary administration tasks such as client onboarding, account management, regulatory compliance, and client assessments.
- Stay informed about industry developments, regulations, and best practices in investment management and fiduciary services.
- Take responsibility for coordinating team members to address administrative issues.
- Represent the organization in a professional manner during all interactions with clients, advisors, and business partners.
- Uphold a high level of confidentiality regarding all matters related to clients, prospects, and key influencers.
Qualifications:
To be successful in this role, candidates must demonstrate the ability to perform each essential duty effectively. The qualifications listed below are indicative of the knowledge, skills, and abilities required:
- Bachelor's degree in business, finance, or accounting.
- A minimum of two years of experience in financial services, accounting, tax, law, or fiduciary administration.
- Alternatively, a minimum of six years of experience in supporting fiduciary account administration or related legal/business experience in the financial services sector.
- High attention to detail.
- Commitment to delivering exceptional client service.
- Excellent verbal and written communication skills.
- Strong numerical aptitude.
- Ability to identify and resolve complex issues with minimal supervision.
- Capability to manage multiple tasks effectively.
- Ability to review fiduciary documents and ensure compliance.
- Strong analytical and organizational skills.
- Effective interpersonal skills.
- Proficiency in accurate and efficient data entry.
- Ability to work collaboratively within a team environment.
- CTFA certification preferred or actively pursuing CTFA or CFP designation.
