Finance Administrator tasked with managing cash flow and client bank accounts for a financial firm. Engaging in daily reconciliations and compliance monitoring within a hybrid work environment.
FM
Hybrid Investment Strategy Specialist
Posted 2 months ago
About the role
- Investment Strategy Specialist at Farther helping advisors with investment strategies and solutions. Collaborating with trading and operations for successful client outcomes while ensuring process improvement.
Responsibilities
- Assist with model implementation for complex scenarios
- Review and formulate solutions for complicated trading situations
- Gather and proactively provide product feedback to improve our technology
- Provide strategic guidance on investment selection with support from senior team members
- Identify areas for improvement within our processes and solution the change
- Support advisors in utilization of Farther tools such as proposals and trading features
- Collaborate with trading and operations to ensure smooth execution of advisor or client desired trading outcomes
Requirements
- Bachelor's degree in Finance, Economics, Business, or related field
- 3-5 years of experience in financial services or wealth management
- Strong analytical and quantitative skills
- Excellent attention to detail and organizational abilities
- Outstanding written and verbal communication skills
- Ability to manage multiple projects while maintaining accuracy and meeting deadlines
- Team player mentality with a client-first approach
- Experience working directly with clients (Bonus Points)
- Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing) (Bonus Points)
- Experience in a RIA or wealth management firm (Bonus Points)
- Series 65 license (or equivalent active 66) or ability to obtain within 90 days (Bonus Points)
Benefits
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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