Associate Investment Administrator

Nichols College; Dudley; On-site; GBP 60,000 - 80,000; Full time

Job description

and the job listing Expires on June 30, 2025

Full-Time Job: Accounting, Data Analytics, Economics & Finance

TITLE: Associate Investment Administrator

LOCATION: Bloomington, MN

FLSA Status: Exempt

JOB SUMMARY:

The Associate Investment Administrator monitors assets within client portfolios, ensuring that investments align with the client’s investment policy statement, risk tolerance, investment objectives, and personal needs.

TEAM MISSION:

Always be your best self and drive in the same direction. We will continue to serve our clients and the future generations.

PERFORMANCE DIMENSIONS & KEY PERFORMANCE INDICATORS:

• Maintain quality investments in 20+ allocation models.
• Maintain 100% accuracy of trading transactions and record keeping.
• Producing periodic reports, client meeting materials, and other financial documentation upon request.

ESSENTIAL FUNCTIONS:

• Prepare and execute investment recommendations, coordinating with financial advisors for final approval.
• Actively searches for new investment solutions while tracking the suitability of current positions.
• Schedules monthly meetings with partners and prospects of fund companies.
• Prepare investment recommendations and reports.
• Accurately places trades in accounts.
• Handle client requests and solicits trades to clients at the direction of financial advisors.
• Update and create allocation models.

NON-ESSENTIAL FUNCTIONS:

• Research new investment opportunities.
• Semi-proficient in serving as back-up for Client Service Associates, to include the monitoring of emails, voicemails, etc.
• Other duties as assigned.

QUALIFICATIONS:

Minimum Qualifications:

• Bachelor’s Degree.
• Proficiency with Microsoft Office Suite and expert knowledge with Excel.
• Obtain FINRA SIE within 2 months.
• Obtain FINRA S7- within 6 months.
• Obtain FINRA S66 within 9 months.
• Obtain CERTIFIED FUND SPECIALISTS within 12 months.

Preferred Qualifications:

• 2 years of experience in a similar role.
• Advanced Education (e.g., MBA), or other financial designations (e.g., CFA).
• Already possess requirements that they must obtain.

ENVIRONMENT and COGNITIVE / PHYSICAL DEMANDS:

• Excellent verbal and written communication skills.
• Strong focus on meeting client needs by addressing issues and concerns efficiently.
• Analyze financial markets and economic trends.
• Monitor portfolios and financial changes meticulously.
• Work independently with little to no supervision.
• Move around the office or between different locations for meetings.
• Occasionally travel and work evenings to meet business requirements.
• Emotional and psychological wellness.