What are the responsibilities and job description for the Investment Associate position at Trust Point Inc.?
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the 7th year in a row! Trust Point Inc. is looking to hire a full-time Investment Associate. We are currently seeking a polished and professional candidate to provide full-time support to our Investments Team.
We offer a complete line of benefits including on-site workout facility, pet insurance, paid volunteer time and identity protection coverage. In addition, we also offer a very generous 401k and profit-sharing plan.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce, cheese and homemade apple pies!
A DAY IN THE LIFE OF AN INVESTMENT ASSOCIATE
As an Investment Associate you will provide support and develop strategies for the Investments and Family Office to include:
- Account management/account review
- Creating investment proposals
- Provide restructuring recommendations
- Prepare client and prospect materials
- Select and monitor approved investment strategies
- Assist the trading desk as needed
- Coordinate and complete various investment projects
QUALIFICATIONS FOR AN INVESTMENT ASSOCIATE
- 4-year bachelor's degree in finance/investment management or related field
- Enrollment in the CFA program preferred
- High skill level with Microsoft Office required
- Familiarity with investment tools/platforms (Bloomberg, Morningstar, BlackDiamond, etc) is a plus
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.
