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Investment Support Associate

3 weeks ago

Étreux, Hauts-de-France, United States The Colony Group Full time
About the Role

We are seeking an experienced and detail-oriented individual to join our Investment Support team as a Portfolio Associate. In this role, you will provide critical support to our Portfolio Managers and Wealth Advisors, including implementing investment strategies, maintaining client accounts, and managing trades.

You will have the opportunity to work with a talented team of professionals who share your passion for delivering exceptional results and providing outstanding client service. If you are looking for a challenging and rewarding role that allows you to grow and develop your skills, we invite you to apply for this exciting opportunity.

Key Responsibilities:
  • Implementing investment strategies, as directed by the Portfolio Managers, utilizing the firm's portfolio management system.
  • Maintaining client accounts within Tamarac Trading, including model assignments, restrictions, cash reserves, etc.
  • Preparing and inputting trade orders according to portfolio guidelines.
  • Implementing model changes.
  • Investing and raising excess cash as required by financial counselors or clients.
  • Placing and managing trades with brokers and custodians.
  • Settling and reconciling equity, mutual fund, and fixed-income trades.
Requirements:
  • Bachelor's Degree in business, finance, or a related field desirable or an equivalent amount of education and/or work experience.
  • 2+ years of relevant work experience.
  • Strong oral/written communication skills.
  • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.
  • Strong analytical skills, including the ability to identify tax and investment-related issues in portfolios.
  • Dedication to working in a team-based environment.
  • Computer proficiency with basic applications, including Microsoft Office, and proven ability to learn other software and technology.
Compensation

$65-70k per annum