Create client presentations that are comprehensive, review performance, highlight the team’s outlook, and can include special subject discussions
Assist with the development of custom investment portfolios that meet client objectives, portfolio trading/rebalancing, and participate in client communication and meetings
Assess portfolio performance relative to benchmarks
Evaluate and recommend investment manager changes
Conduct asset allocation analysis for clients
Support new business efforts and occasionally participate in presentations
Assist with compliance reviews

Completion of a four-year college degree program is required or equivalent work experience
Any major is acceptable; business, economics, accounting, and finance are preferred
Candidates with prior experience in financial services as an investment associate are preferred
Enrolled in or willingness to enroll in and complete the CFA or CIMA program is desirable

Senior Investment Associate

Key skills