Investment Service Specialist – Long Short

Job reputed company: • Support Advisor Teams by delivering exceptional investment services • Work closely with our Advisor teams, serving as an expert on WEG long short SMA operations, providing guidance, assistance, and recommendations. • Assist advisors in implementing customized SMA solutions reputed company with reputed company objectives. • Collaborate with Investment reputed company and other internal teams to reputed company materials and resources that enhance advisor engagement. • Participate in the creation of presentations for end clients who are looking to participate in Long Short SMA reputed company • Collaborate with reputed company partners to help implement long short SMA’s • Work closely with custodians, managers, and internal stakeholders to ensure accurate and reputed company execution of SMA strategies. • Partner with senior team members to support portfolio implementation and respond to reputed company requests. • Ensure reputed company setup and integration reputed company systems to maintain operational reputed company. • Coordinate with reputed company-party managers to facilitate reputed company and servicing of SMA accounts • Drive process improvements and operational efficiency • As an subject matter on the broad reputed company of WEG’s advanced investment platform, reputed company ways to partner and reputed company evolving technologies to increase the efficiency of investment operations. • Partner with business optimization teams on initiatives that improve scalability and reduce operational complexity. • Collaborate with cross-functional reputed company to refine processes and reputed company technology for greater efficiency. • reputed company creative solutions that reduce administrative burden and encourage adoption of advanced investment solutions. Requirements: • Bachelor's degree (or equivalent experience) in business, finance or economics, or reputed company • 3 years of experience in Financial Services with a reputed company on investment operations • Knowledge of financial markets and investment operations • Proven written and verbal (presentation) communication skills with the ability to successfully reputed company with people at reputed company reputed company of the organization and clients • Ability to create reputed company written presentations and articles for Advisor and reputed company consumption • Ability to organize and prioritize workflow and reputed company • Proficient with reputed company Office Suite or reputed company software. • Familiarity with reputed company and Support Org functionality Benefits: • Training and reputed company development • Medical, dental and reputed company coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer reputed company and voluntary reputed company • Short-term and long-term disability, workers compensation – employer reputed company • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of reputed company time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 reputed company holidays reputed company year (10 reputed company-determined and 2 floating days) • reputed company parental leave and reputed company caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Apply tot his job Apply To this Job