Job Summary
We are seeking a dynamic professional to add to our investments team. The Investments and Trading Associate will assist in managing and monitoring client investment portfolios, monitor adherence to models and execute trades to raise cash and rebalance models. This position will report to the Director, Research and Portfolio Management.
Duties and Responsibilities
• Model rebalance utilizing Quantum rebalancer on our portfolio management system - Advyzon
• Execute trades related to requests to raise cash across all client groups (including custom and standard models)
• Maintain and update models in Quantum rebalancer in Advyzon
• Purchase and sell individual fixed income securities
• Review and monitor existing client portfolios to ensure conformance with assigned models
• Assist Investment Committee in performance monitoring, due diligence and presentation preparation
Required Qualifications
• 1 - 3 years of trade execution and model rebalance required within RIA space
• Northeastern Ohio resident who can work from Cleveland office at least 3 days a week; required to be in office all days of the week during the first three months
• Ability to effectively use Microsoft Office products; intermediate knowledge of Excel required
• Excellent organizational skills with high ethical standards
• Strong attention to detail and deadline oriented
• Strong quantitative and analytical skills
• Excellent oral and written communication skills required
• Someone who is a self-starter, takes initiative and is excited about taking a project from conception to completion; must have a mindset for constant improvement
Preferred Qualifications
• Private investments (alternatives) experience
• Bachelor’s Degree preferred, ideally in business or related field
• Experience with CRM systems
Personal Characteristics
• Must be a good listener and able to follow instructions accurately
• Able to learn from mistakes with the goal of never repeating them
• Have a client-first attitude with a keen focus on delivering service beyond expectations
• Possess a keen eye for detail and are accurate, organized, and can set priorities appropriately
• Exhibit strong ethics and dedication to maintaining high confidentiality of firm and client data
Salary and Benefits
• Supportive, flexible, people-oriented culture and a professional yet family atmosphere
• Individual contributions and innovations are encouraged and recognized
• Personal and career development opportunities
• Competitive compensation package commensurate with experience
• Incentive Plan
• Investment management and financial planning services
• Benefits including dental and healthcare insurance; 401(k) match, flexible PTO, STD/LTD
• Financial support for professional accreditation/continuing education requirements may be available