Senior Investment Associate
No visa sponsorship
Core
Administrative support for investment portfolios, including file setup, report generation, transaction processing, and client communication.
Role type
Senior Investment Associate
Builds
Client account documentation, portfolio reports, and transaction records
Domain
Wealth Management / Asset Servicing
Required skills
Investment product knowledge, analytical skills, organizational skills, communication skills, tax research, risk management
Preferred skills
CFA or CFP coursework, GDWM tool mastery
Technologies
EDS, PIMS, IMS, PAS, CIT, GDWM tool
Responsibilities
Prepare portfolio materials for client review meetings, set up client account files, order reports, communicate with clients and portfolio managers, process fund trades and cash transfers, review fee worksheets, support risk and compliance requirements.
Seniority
Senior, hands-on IC