What are the responsibilities and job description for the Investment Associate position at Hello Hire Talent Solutions?
Hello Hire Talent Solutions is pleased to lead this search on behalf of one of our outstanding Cincinnati-based clients.
Position Summary
Responsible for assisting with the coordination, execution, and reporting of investment activities for institutional clients and with brokers, custodians, fund administrators, auditors, and the Firm’s internal departments. The position entails resolving account-specific administrative and operational issues. This role will work closely with the COO, other senior team members, and service providers to support a small but rapidly growing investment management firm focused on delivering exceptional service and investment results to current and prospective clients.
Position Responsibilities
Operations
- Client servicing as needed – including helping prepare responses to client requests and inquiries
- Support the daily administration of the Firm’s business by opening new client accounts, preparing and processing account specific and investment-related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information
- Maintain accurate and complete account and trade records / files as required by Firm policy and industry regulation
- Reconcile accounts to ensure accurate trade settlement and activity
Trading
Projects
Desired Traits and Qualifications
What we offer...
Office Location – Norwood area (with free parking)
Salary : $3,000
