The Investment Associate will be a key member of Central Investment Solutions (CIS). This role affords the successful applicant an opportunity to advance within the organization.
Work with members of CIS to:
- Facilitate order flow and ensure best execution on securities transactions.
- Resolve outstanding trading issues.
- Research individual bond pricing and features while coordinating with portfolio managers and brokers.
- Convert mutual fund holdings to their appropriate share classes.
- Utilize various programs to:
- detect and communicate financial risk issues,
- identify and correct data incongruence.
- Rebalance centrally managed accounts according to assigned models.
- Contribute to the development of various centralized investment processes.
Desired Characteristics: - 2 years of financial industry experience
- Bachelor's or Associate Degree
- Intellectual Curiosity
- Strong Work Ethic
- Communication Skills
- Efficient
- Detail-Oriented
- Microsoft Excel Experience
- Trading Experience