Investment Associate

• Prepare initial portfolio analysis for prospective clients (PR).
• Update clients’ Portfolio GPS to confirm with current IAG allocations.
• Create detailed investment recommendations taking into consideration current allocation, target allocation, individual risk tolerance, liquidity, equity stylebox balance, risk-adjusted investment performance, tax consequences, RMD status, annuity restrictions, potential annuity upgrades, staff time, costs, systematic withdrawals, and client cash flow needs.

• Prepare clean Portfolio GPS and Investment Recommendation worksheets.

• Serve as an associate trader to support the trading specialist, including weekly model rebalancing.
• Implement and confirm trades daily including any Disciplined Cash Implementation Strategy, tax reduction trading, and share conversion strategies.
• Monitor order routing, best execution practices, and trade settlement to minimize errors and discrepancies.
• Ensure proper and timely implementation of clients’ recommended portfolio changes.
• Assign tax lots to enhance tax efficiency.
• Monitor all modeled accounts on a weekly and quarterly basis and rebalance them on a drift-analysis basis.
• Identify opportunities to enhance efficiency, reduce errors, and improve data accuracy.
• Verify systematic trades align with client cash flows.
• Ensure all trading activities adhere to regulatory requirements (e.g., SEC, FINRA) and internal compliance standards, and maintain accurate trade documentation and audit trails for reporting purposes.

• Bachelor’s degree in Finance, Economics, Business, or related field preferred.
• 1-3 years of experience in the investment industry preferred.
• Proficiency in Microsoft Excel.
• Ability to process detailed tasks accurately within time constraints.
• Strong analytical and quantitative skills; ability to interpret financial and investment data.
• Excellent attention to detail and ability to manage multiple priorities.
• Strong communication skills with the ability to write clearly and professionally.
• Ability to work independently and collaboratively within a team environment.
• Ability to coordinate job responsibilities with other team members across departments.
• Experience in Wealthbox and ClientWorks preferred.

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