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Position Summary:
The Investment Trading and Support Associate will work with the Investment Team to support trading, analysis, information creation, investment reporting, compliance account reviews, and account management job functions. This position is responsible for the preparing, updating, analyzing and reviewing investment information, as well as managing investment accounts. This position will work with the Investment Team to provide timely reporting, develop and maintain presentation materials, and assist with the varied functions and responsibilities of the department. This position works with other professionals within the investment analysis team to support fiduciary investment services provided to 401(k) and other retirement plan clients. It also includes being a resource to client service staff by answering investment related questions and providing support during the new account set-up process.
Essential Responsibilities:
Job Function 1: Investment Department Trading and Support - 55%
Job Function 2: ARB Support Mutual Fund Duties - 35%
Job Function 3: Investment Information, Advisor Support and Compliance - 10%
Position Requirements:
Qualifications:
Personal Characteristics:
Physical Demands - Must be met with or without a reasonable accommodation:
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Full Time
$76k-104k (estimate)
06/24/2024
08/23/2024
alerusmail.com
Grand Forks, ND
100 - 200