Financial Services Expert
1 day ago
As an Investment Associate at Central Bancompany, you will be part of a talented team that drives innovation and excellence in the financial services sector. Your primary responsibility will be to collaborate with CIS members to optimize order flow and ensure seamless execution of securities transactions. You will also be responsible for resolving complex trading issues, analyzing bond pricing and features, and coordinating with portfolio managers and brokers to drive business growth. Furthermore, you will convert mutual fund holdings to their appropriate share classes, utilize specialized software to detect financial risk issues, and rebalance centrally managed accounts according to assigned models. To succeed in this role, you will need to demonstrate exceptional problem-solving skills, attention to detail, and the ability to work effectively in a fast-paced environment.
Key Responsibilities
- Facilitate order flow and ensure best execution on securities transactions
- Resolve outstanding trading issues
- Research individual bond pricing and features while coordinating with portfolio managers and brokers
- Convert mutual fund holdings to their appropriate share classes
- Utilize various programs to detect and communicate financial risk issues and identify data incongruence
- Rebalance centrally managed accounts according to assigned models
- Contribute to the development of centralized investment processes
Skills and Qualifications
- 2 years of financial industry experience
- Bachelor's or Associate Degree
- Intellectual Curiosity
- Strong Work Ethic
- Effective Communication Skills
- Efficiency
- Detail-Oriented
- Microsoft Excel Experience
- Trading Experience
Benefits
This role offers a comprehensive compensation package including an estimated annual salary of $75,000 - $95,000, depending on qualifications and experience. We also offer opportunities for career growth, professional development, and a collaborative work environment.
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