Investment Associate

Hello Hire Talent Solutions is pleased to lead this search on behalf of one of our outstanding 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

• Preparation and execution of trading activities, including sales and purchases
• Reporting any information associated with daily trade effort
• Review client accounts and their adherence to individual investment policy guidelines
• Work directly and/ or assist with third parties to resolve any failed trades, etc.
• Aid with daily trade operations, including all trade execution
• Onboarding of new Institutional client accounts

Projects

• Perform and support projects at the direction ofsenior management
• Engage in research projects and developing tools to support the implementation and reporting of investment activities related to discretionary and non‐discretionary clients

Desired Traits and Qualifications

• B.A. or B.S. Degree
• 0‐5 years of investment experience
• Working knowledge of investment products/services, operations, and investment‐related activities
• Works independently toward objectives
• Working knowledge of MS Office Products(Excel, Word, PowerPoint, Teams, etc.)
• Excellent interpersonal, analytical, verbal and written skills
• Must exhibit attention to detail, time management and excellent organizational
• Positive attitude and willingness to work in a team environment – “do whatever it takes”

What We Offer...

• Competitive salary
• Unlimited PTO days
• Flexible and fun work environment
• 4% match on 401(k) after 1 year of service
• Medical/dental/vision insurance available
• Eligible for year‐end annual bonus program
• Tuition reimbursement up to $3000/calendar year
• $100/month cell phone stipend

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Ability to Relocate:

• Cincinnati, OH 45212: Relocate before starting work (Required)

Work Location: In person

Salary : $55,000 - $65,000