About this role
As a Sr. Investment Associate, you will support investment advisors by preparing client portfolio materials, managing account documentation, and communicating with clients to ensure their needs are met. This role offers the opportunity to gain exposure to client meetings and contribute to problem-solving within a global wealth management leader.
What we are looking for 6
- Prepare portfolio materials for client review meetings
- Manage account documentation and client requests
- Communicate with clients and portfolio managers
- Process client transactions and resolve discrepancies
- Support investment advisors and gain client meeting experience
- 1-3 years financial services experience and progress towards CFA/CFP
Work authorization
- No visa sponsorship is available.
- Must be authorized to work without sponsorship.