Sr Investment Associate
Core
Prepare portfolio materials, retrieve reports, and process client account transactions and trades to support investment advisors and client meetings.
Role type
Sr Investment Associate (Administrative/Operations)
Builds
Client account files, portfolio reports, and trade executions
Domain
Wealth Management / Asset Servicing
Deliverable
product features
Required skills
Investment product knowledge, report retrieval, account administration, trade processing, fee analysis, client communication
Preferred skills
CFA or CFP coursework, GDWM tool mastery, proactive recommendation making
Technologies
EDS, PIMS, IMS, PAS, CIT, GDWM
Responsibilities
Prepare portfolio materials for client review meetings, retrieve and order reports from systems, set up account documentation files, process fund trades and cash transfers, interact with clients and portfolio managers on requests, research tax discrepancies, analyze fee worksheets
Seniority
Mid-level, hands-on IC