Portfolio Implementation Specialist
1 week ago
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
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
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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Shelton, Connecticut, United States MTC Holding Corporation Full timePortfolio Implementation SpecialistFCI 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 financial services team, you will be responsible for reviewing client investment portfolios and recommending trades to ensure alignment with their...
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Shelton, Connecticut, United States MTC Holding Corporation Full timePortfolio Implementation SpecialistFCI Advisors, a leading investment advisory firm, is seeking a skilled Portfolio Implementation Specialist to join its team in Shelton, Connecticut.The successful candidate will be responsible for reviewing client investment portfolios and recommending trades to ensure alignment with their guidelines.Key...
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