About this role
Job Summary
The Investment Associate supports the day-to-day operations of the Investment Department. Working closely with the SVP and AVP of Investments, the Associate helps coordinate trade execution and settlement, monitor cash and short-term investments, maintain transaction records, and support reporting activities. The role also assists with research and due diligence on prospective equity, fixed income, and private market investments, and coordinates with vendors and internal partners.
Major Accountabilities
- Execute time-sensitive investment trades as directed by the AVP and SVP of Investments, following established procedures and controls.
- Review trade details for accuracy and affirm transactions on custodian, broker, and banking platforms.
- Monitor trade settlements and investigate and resolve settlement, delivery, and transaction discrepancies.
- Support daily cash management, including monitoring cash balances and coordinating short-term investments and funding needs under the direction of investment management.
- Maintain complete and accurate documentation for trades and other investment department transactions.
- Coordinate with vendors, custodians, brokers, banks, and internal partners to support timely and accurate transaction processing.
- Assist with research and due diligence on prospective equity, fixed income, and private market investments, gathering and analyzing information to support investment evaluations and recommendations.
- Support month-end, quarter-end, and year-end reporting and reconciliation activities.
- Perform other duties as assigned by management.
Qualifications
Education/Training
Requirements
Bachelor's degree in a relevant field required. A strong interest in pursuing the CFA designation is preferred; enrollment in the CFA Program or progress toward the designation is a plus.
Experience/Specialized Skills: Minimum of two years of experience in the Investment industry or related field required. Investment or Wealth Management experience preferred. Strong technology skills, including thorough knowledge of Microsoft applications with an emphasis on Excel are essential. Experience with Clearwater Analytics and/or Bloomberg Terminal preferred but not required.
Special Considerations
Physical
Requirements
Constant use of vision, hearing, and communication (oral and written/in-person and via telephone). Frequent concentration, standing, walking, handling, reaching, and grasping. Occasional bending, kneeling and lifting (up to 25 lbs.) Heavy use of computer and office equipment.
Travel/Hours of Service: Occasional travel may be required. Periodic work outside of standard business hours or on weekends may be required.