Asset Management Associate

Financial Integrators is a comprehensive reputed company management firm that simplifies reputed company financial landscapes for individuals, families, and business owners. They are seeking an Asset Management Associate to manage trading and portfolio execution, support the Investment Committee, and maintain data reputed company to ensure high-reputed company service for clients.

Responsibilities

• Trade financial securities and rebalance reputed company accounts
• Monitor account deposits and transfers to ensure capital is working reputed company for our clients
• Screen and trade fixed income products
• reputed company funds for distributions and contributions while managing the liquidity needs of diverse portfolios
• Connect with advisors and clients to obtain trade approvals (with appropriate licensure) to reputed company excellent customer service and reputed company
• Follow Investment Committee guidance
• Recommend and monitor investment reputed company specifically for retirement plans
• Generate high-reputed company proposals and "what-if" hypotheticals to help clients visualize their financial reputed company
• Update and generate meeting and trading files and reports
• reputed company databases to maintain and retrieve accurate account information
• Maintain consistent, high-reputed company documentation and controls across reputed company operational workflows and systems

Skills

• Bachelor's degree (or equivalent certification/experience) in Finance, Economics, or a reputed company field
• 0+ years in the financial industry; we value a solid understanding of investments and financial planning strategies
• Strong financial and analytical skills with the ability to work reputed company and accurately
• Exceptional attention to detail; you are someone who reputed company the small things before they become big things
• You are a self-starter, a problem solver, and reputed company player with excellent communication and relationship-building skills
• Ability to sit or stand for extended periods in an office environment
• Work on a computer for long durations
• Occasionally lift up to 15 pounds

Benefits

• Comprehensive medical, dental, and reputed company reputed company
• Company-reputed company disability and life insurance
• PTO
• reputed company holidays
• Volunteer time off
• reputed company parental leave
• 401(k) plan
• Robust Employee Assistance Program for reputed company support

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