Hybrid Investment Associate, National Investment Team

Posted 2 weeks ago

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About the role

  • partner with the Director of Portfolio Management on high-priority strategic business initiatives
  • act as a proxy or delegate for the Director when needed
  • lead strategic projects through to successful completion with full accountability
  • ensure strategic alignment across departments to support firm-wide investment goals
  • contribute to operational oversight of the investments platform
  • address issues across investment operations, compliance, marketing, and digital enablement
  • navigate complex priorities to drive initiatives that support long-term investment strategy
  • liaise between the investment team and Portfolio Management, Relationship Management, and Asset Allocation
  • collaborate with Digital Strategy, Marketing, Trust & Estates, and Investment Operations teams
  • work across departments and business functions at senior levels
  • engage in cross-functional business management tasks

Requirements

  • Bachelor's degree in Finance, Economics, Business Administration, or related quantitative field
  • 2–5 years of experience in wealth management, investment banking, or asset management with exposure to investment strategy, portfolio operations, or business management
  • Progress toward or completion of CFP, MBA, or equivalent advanced certification is a plus
  • Familiarity with regulatory and compliance environment in wealth and asset management
  • Advanced proficiency in MS PowerPoint and Excel (Power BI highly desirable)
  • Experience with CRM systems such as Microsoft Dynamics
  • Experience with investment management software or digital strategy implementation projects preferred

Benefits

  • annual discretionary bonus
  • 401(k) plan with a generous match
  • recognition rewards
  • comprehensive benefits package
  • competitive healthcare options
  • insurance and disability benefits
  • employee stock investment program
  • learning resources and career development programs
  • reimbursement for certain education expenses
  • paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
  • motivational wellbeing program

Job title

Investment Associate, National Investment Team

Job type

Experience level

JuniorMid level

Salary

$90,000 - $100,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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