Investment Associate

Job description

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