Financial Services Professional
1 day ago
The Central Investment Solutions (CIS) team is seeking a highly skilled and detail-oriented Financial Services Professional to join our dynamic team. As an Investment Associate, you will play a key role in facilitating order flow, ensuring best execution on securities transactions, and resolving outstanding trading issues.
Key Responsibilities- Order Facilitation: Collaborate with CIS members to facilitate order flow and ensure best execution on securities transactions.
- Troubleshooting: Resolve outstanding trading issues and identify root causes to prevent future occurrences.
- Research and Analysis: Conduct thorough research on individual bond pricing and features, coordinating with portfolio managers and brokers to ensure accurate data.
- Holding Conversions: Convert mutual fund holdings to their appropriate share classes.
- Risk Management: Utilize various programs to detect and communicate financial risk issues and identify data incongruence.
- Account Rebalancing: Rebalance centrally managed accounts according to assigned models.
- Experience: 2 years of financial industry experience.
- Education: Bachelor's or Associate Degree.
- Skills: Intellectual Curiosity, Strong Work Ethic, Communication Skills, Efficiency, Detail-Oriented, Microsoft Excel Experience, Trading Experience.
The estimated salary for this position is $70,000 - $90,000 per year, based on location and experience. Central Bancompany offers a comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) retirement plan.
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Financial Services Expert
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