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


  • 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


Jefferson City Office, Financial Center

Work Hours

Monday to Friday, 8:00 a.m. to 5:00 p.m.

Standard Hours


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