Investment Associate
Core
Execute portfolio trading, manage cash balances, and maintain investment models for private clients.
Role type
Trade Execution Specialist (Investment Associate)
Builds
Portfolio trades, cash management, and investment model updates for private investment accounts.
Domain
Wealth Management / Private Investment Management
Required skills
Trade execution, foreign currency exchange, cash balance review, debit forecasting, PIM dashboard maintenance, MRGD report review, reorg notice execution
Preferred skills
Investment industry experience, technical skills
Technologies
Microsoft Office, PIM Dashboard, MRGD reports
Responsibilities
Execute model portfolio changes, exchange foreign currency, review cash balances for investment/debit coverage, execute trades for team members, forecast debits for quarterly fees, maintain PIM Dashboard and MRGD reports, execute reorg notices
Seniority
Associate, execution-focused IC