About this role

Delivers investment reporting and client support services to a broad and diverse range of clients including, endowments, foundations, pension plans, operating funds and other institutional client portfolios.
With training, the following responsibilities should be attainable within the first 6 -12 months:
Timely and accurately complete monthly and quarterly client performance reports
Assist with in-depth portfolio analysis regarding asset allocation, investment manager selection, and strategic implementation
Coordinates portfolio related projects (e.g. rebalancing) with client, custodian and investment manager(s) as needed
Participate in on-going due diligence of investment managers, including database documentation
Assist the consultant in all areas of client service and meeting preparation
Additional responsibilities as assigned

High School Diploma or GED required
Zero to two years of professional, DB investment management experience
Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
Proficient use of applicable technology
Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
Experience performing work that requires initiative and leadership skills
Pursuing Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations
Ability to anticipate and elicit customer needs
Ability to self-learn and develop business and technical knowledge quickly
Motivated team player with demonstrated interpersonal skills
Comfortable working with quick turnaround times and deadlines
Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
Ability to travel as necessary

Associate Portfolio Strategist – Retirement Plans

Key skills