Job Description

Summary

The Investment Manager Associate will focus around marketing and communications. In this role you will help coordinate and liaise between internal partners and what is strategically communicated on social media and external outlets to large clientele. You will leverage investment and financial knowledge to fill in the gaps and creatively focus on strategic initiatives.

Job Description

The Investment Management Associate is a non-client-facing role focused on portfolio implementation and trading. This position plays a critical behind-the-scenes role in supporting the client-facing investment team by constructing and managing portfolios, executing trades, and ensuring operational processes are completed accurately and efficiently. 

Team Culture

Our team is a small and cohesive unit, even our executives pitch in to help with ideas and vision. Our camaraderie, shared decision making, mutual respect for others, and desire to win are what make us successful. Managers at all levels practice an open door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected. Meaningful impact comes from working together. 

You will work in a fast-paced, challenging, and exciting environment.  At times, you’ll work independently, while other times, you’ll engage with your team. 

How You'll Spend Your Time

You will focus on strategic initiatives to be marketed and communicated externally to large clientele
You will work with internal partners to drive and coordinate all communication
You will be responsible for writing and coordinating any type of needed communication
You will work as a liaison to leverage resources provided and creatively express them to external partners and clients
You will be the “go-to” for all marketing and communication needs and will own and coordinate the road map for initiatives

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business Administration and 4-6 years equivalent experience in financial, accounting, or other markets.  Master’s degree, or experience and/or knowledge of financial markets and investments preferred.

Knowledge of and/or willingness to learn various securities and investment-related products and services, i.e. domestic stocks, taxable bonds, tax-free bonds, mutual funds, and international stocks.
Knowledge of mutual funds or finance-related analytical experience
Ability to prepare presentation material, including strong working knowledge of spreadsheet and presentation software
Ensures that information is always presented in a thorough and accurate manner; precisely captures information to complete work accurately; focuses on the smaller elements and/or the fine points of material or processes.
Proficient PC and software skills
Excellent interpersonal, verbal, and written communication skills
Works well in a team environment; self-motivated; results oriented
Flexibility to handle multiple tasks simultaneously in a competent and professional manner

Working Conditions & Physical Requirements

Office