Portfolio Implementation Specialist

1 week ago


Shelton, Connecticut, United States MTC Holding Corporation Full time
Job Description

FCI Advisors, a leading investment advisory firm, is seeking a skilled Portfolio Implementation Specialist to join its team in Shelton, Connecticut. As a key member of our team, you will be responsible for reviewing client investment portfolios and recommending trades to ensure alignment with their guidelines.

Key Responsibilities:
  • Portfolio modeling and trade creation to optimize client portfolios
  • Monitoring compliance with investment policies and client-specific guidelines
  • Communicating trade rationale to clients and bank/trust partners
  • Assisting with ad hoc client cash needs to fund distributions and invest contributions
Company Overview

FCI Advisors is a nationally recognized investment advisory firm founded in 1966. With over 50 years of experience, we provide investment advisory services to a wide range of institutional and private clients. Our headquarters are located in Overland Park, Kansas, with additional offices across the country.

Requirements
  • Bachelor's degree in Finance, Economics, or a related field, or equivalent experience
  • Minimum 3-5 years of relevant investment experience
  • Strong working knowledge of investments and Excel skills
  • Outstanding oral and written communication skills
  • Ability to work effectively on multiple tasks simultaneously
Salary and Benefits

We offer a competitive salary range of $68,000 - $113,000, as well as a bonus pool and outstanding benefits package.



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