Senior Investment Associate
About this role
Senior Investment Associate
The Investment Associate will be responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, prepares all material for client review meetings. Works independently to support the investment management clients and Portfolio Advisors. Formulates recommendations proactively to support the Portfolio Advisors. Demonstrates mastery knowledge of Goals Driven Wealth Management (GDWM) tool and can run it and begin to contribute to client meetings.
Responsible for supporting risk and compliance requirements for the team, including working diligently to mitigate losses due to error and being mindful of possible contingencies. Coordinating and/or supporting investment or client service teams’ monthly Compliance (REV) and New Account Review processes and documentation.
Key responsibilities include:
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