Financial Reporting intern assisting with accounting tasks in a renewable energy company. Collaborating with a team to enhance accounting skills and provide mentorship opportunities.
About the role
- Investment Consultant advising clients on investment strategies and customizing portfolios. Collaborating with relationship management team to achieve client goals and exceed expectations.
Responsibilities
- Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs
- Maintains a high level of collaboration with relationship team
- Meets or exceeds individual revenue growth goals
- Responsible for overall portfolio construction and investment strategy needs of clients
- Reviews, monitors and modifies investment portfolio construction in accordance with client objectives
- Proactively engages with clients to ensure that investment advice is fully meeting their needs
- Contributes to broadening and deepening client relationships to drive new revenue growth
- Maintains compliance with all internal policies and procedures
Requirements
- Bachelor's Degree (required)
- Master's Degree (preferred)
- A minimum of 10 years investment and portfolio management experience (required)
- Chartered Financial Analyst (CFA) (preferred)
- Chartered Institute of Management Accountants (CIMA) (preferred)
- Ability to develop quality leads through Centers of Influence (COI)
- Experience managing high-net-worth relationships
- Experience utilizing open architecture
- Acts as part of a sales team and provides sales support
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development opportunities
- Short-term incentive compensation
- Deferred incentive compensation
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