Job Description
The Investment Associate will be a key member of the centralized trading team AND work with investment officers to manage books of business consisting of various client and account types. You will be working in a department that affords the successful applicant an opportunity to advance within the organization.
Work with members of the centralized trading team to:
- Facilitate order flow of all securities transactions
- Research individual bond pricing and features while coordinating with portfolio managers and brokers
- Ensure best execution on individual bond orders and equity limit orders
- Resolve outstanding trading issues
- Convert mutual fund holdings to their appropriate share classes
- Utilize various risk management tools to detect and communicate financial risk issues
- Routinely query the database to identify data issues
- Trade centrally managed accounts according to assigned models
Work with Portfolio Managers to:
- Ensure client accounts maintain investment strategy/objective
- Rebalance investment portfolios as necessary
- Monitor market conditions and economic trends
- Create performance reports and new business proposals
- Generate investment policy statements and other compliance documents
- Provide administrative coverage and support
Requirements
- 2 years of financial industry experience
- Bachelor Degree and/or Associate
- Strong Work Ethic
- Communication Skills
- Self-Starter
- Detail-Oriented
- Microsoft Excel Experience
- Trading Experience
Position Type
Full Time – Regular
Location
Jefferson City Office, Financial Center
Work Hours
Monday to Friday, 8:00 a.m. to 5:00 p.m.
Standard Hours
40