Investment Associate
Investment Associate
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1 Vacancy
Job Description
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a Best Place to Work for the 8th year in a row! Trust Point Inc. is looking to hire a fulltime Investment Associate. We are currently seeking a polished and professional candidate to provide fulltime support to our Investments Team.
We offer a complete line of benefits including onsite workout facility pet insurance paid volunteer time and identity protection coverage. In addition we also offer a very generous 401k and profitsharing plan.
ABOUT TRUST POINT INC.
For more than 100 years Trust Point has provided a wide array of trusted financial services to individuals families businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive not only to our clients but to each other. Our CEO embodies our supportive culture and has an opendoor policy.
Learn more about our culture here: Trust Point Culture Video
A DAY IN THE LIFE OF AN INVESTMENT ASSOCIATE
As an Investment Associate you will provide support and develop strategies for the Investments and Family Office to include:
- Account management/account review
- Creating investment proposals
- Provide restructuring recommendations
- Prepare client and prospect materials
- Select and monitor approved investment strategies
- Assist the trading desk as needed
- Coordinate and complete various investment projects
QUALIFICATIONS FOR AN INVESTMENT ASSOCIATE
- 4year bachelors degree in finance/investment management or related field
- Enrollment in the CFA program preferred
- High skill level with Microsoft Office required
- Familiarity with investment tools/platforms (Bloomberg Morningstar BlackDiamond etc) is a plus
WORK SCHEDULE
This is a fulltime hybrid position working MondayFriday 8am5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths views and experiences. We believe that our differences enable us to be a better team one that makes better decisions drives innovation and delivers better business results.
Required Experience:
IC
Employment Type
Full-Time
