Financial Clearance Representative at UW Health in Rockford, IL providing customer service in a healthcare setting. Working day/eve shifts to assist with financial clearance processes.
About the role
- Institutional Investment Consulting Associate providing investment advice to institutional clients. Collaborating with experts for portfolio management and performance analysis in a hybrid work arrangement.
Responsibilities
- Examine and monitor developments at investment management firms and communicate relevant updates to clients
- Manage projects by ensuring timely, high quality client deliverables, delegating work to analysts, providing guidance, and ensuring peer review
- Produce accurate and detailed client reports through analysis of client-specific investment data, ongoing investment performance, and manager monitoring
- Liaise with investment managers and custodians to gather and clarify client-specific data for reporting or any other client-related matters
- Support investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations, and other investment-related activities
- Participate in quarterly or ad-hoc client meetings
- Analyze and edit investment policy statements and conduct strategic portfolio structure and asset allocation analysis
Requirements
- A bachelor's degree from an accredited institution with coursework in business or investment-related courses
- 2-5 years of relevant investment experience
- Actively pursuing or willing to obtain the CFA, CAIA, CIMA, or CIPM designation
- Knowledge of performance calculations, risk metrics, and portfolio construction
- Self-motivated and effective in a highly collaborative team environment
- Ability to multitask and manage multiple priorities in a rapidly changing, dynamic setting
- Strong analytical, project management, and communication skills
- High-level attention to detail and an understanding of its impact on the bigger picture
- Commitment to continuous learning and staying current with industry trends and market conditions
- Adaptability and decisiveness
- Proficient in Microsoft Excel, Word, and PowerPoint
Benefits
- health and welfare benefits
- tuition assistance
- 401K savings and other retirement programs
- employee assistance programs
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