Investment Associate

The Investment Associate will be a key member of Central Investment Solutions (CIS). This role affords the successful applicant an opportunity to advance within the organization.

 

Work with members of CIS to:

• Facilitate order flow and ensure best execution on securities transactions.
• Resolve outstanding trading issues.
• Research individual bond pricing and features while coordinating with portfolio managers and brokers.
• Convert mutual fund holdings to their appropriate share classes.
• Utilize various programs to:
• detect and communicate financial risk issues,
• identify and correct data incongruence.
• Rebalance centrally managed accounts according to assigned models.
• Contribute to the development of various centralized investment processes.

Qualifications

Desired Characteristics:

• 2 years of financial industry experience
• Bachelor’s or Associate Degree
• Intellectual Curiosity
• Strong Work Ethic
• Communication Skills
• Efficient
• Detail-Oriented
• Microsoft Excel Experience
• Trading Experience