Director of Finance serving as a strategic partner at Epicor, overseeing financial guidance and decision support for consulting services. Leading a diverse team driving profitable growth in a dynamic environment.
About the role
- Investment Portfolio Specialist providing portfolio support and asset management functionalities. Engaging in trading, performance reporting, and compliance with investment strategy implementation.
Responsibilities
- The Investment Portfolio Specialist provides portfolio support to all lines of Wealth Asset Management by engaging in asset management functionalities, such as, strategy implementation, trading, performance reporting, marketing and compliance.
- Works directly with the asset allocation and manufacturing teams to implement investment strategy decisions across multiple LOBs.
- Works directly with Senior Portfolio Managers to invest client accounts according to risk tolerance and investment strategy.
- Provides portfolio support by deciding which securities to buy and sell to fulfill requests, such as withdrawals, contributions, or tax harvesting.
- Develops a basic knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis.
- Populates and maintain databases with firm and strategy level updates for asset retention and new business development.
- Works directly with equity and fixed income traders for trade entry, execution and reporting.
- Provides data to various LOB’s for client retention and new business development.
- Works directly with Trust Compliance and Portfolio Managers to monitor and correct account exceptions.
- Other duties and special projects as assigned by Senior Management may include but proxy voting, corporate actions, vendor management liaison, soft dollar and broker dealer analysis.
Requirements
- Bachelor's Degree preferably in Finance, Economics, or other related field or equivalent combination of experience and training required.
- 1 year related experience and/or training or equivalent combination of education and experience.
- Ability to write reports, business correspondence and procedure manuals.
- Requires an understanding of banking and investment regulations.
- Requires an understanding of trusts and investment products and markets.
- Demonstrated ability to think critically and problem solve.
- Excellent writing, communication, and interpersonal skills.
- Basic knowledge of and exposure to the investment industry and investment concepts.
- Basic knowledge of Microsoft Office Applications, including Excel, and Power Point.
Benefits
- Equal Opportunity/Affirmative Action Employers
- All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Team Lead developing the Investment Risk Platform for Fidelity Asset Management. Leading design, building, and scaling risk management systems while driving innovation in investment technologies.
Finance Manager guiding the financial strategy across LATAM markets for Industrial Scientific. Leading operations, compliance, and team development from the Brazil HQ in Indaiatuba.
Senior Financial Analyst at Waste Management analyzing financial data and providing insights for decision - making. Involves project development, budgeting, and communication with senior management.
Senior Investment Development Manager driving profitable opportunities for Standard Life Group across the North of England. Engaging with financial advisers and stakeholders to boost investment propositions.
Grants Manager overseeing the grants function to ensure compliance and manage funds for city projects. Collaborating with departments to secure grant funding opportunities aligned with city goals.
Senior Financial Analyst role providing financial insights and analytics to support manufacturing operations at S&C Electric Canada. Blending FP&A, analytics, and cost analysis for operational decision - making.
Responsible Investment Consultant with expertise in ESG factors. Supporting portfolio management teams and representing Beneva at external events.
Senior Financial Accountant managing financial control and compliance within high - growth FinTech. Fostering teamwork and providing strategic financial insights to support growth.
SEC Financial Reporting Accountant handling financial reporting for SEC filings. Collaborating with stakeholders on quarterly and annual documents while ensuring regulatory compliance.