Investment Team Associate
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Job Location:
Waukesha, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Investment Team Associate
Waukesha WI
Job Summary:
An Investment Team Associate will have a number of varied responsibilities that will likely change and grow over time. Initial responsibilities will include preparing client review materials designing client portfolios collecting and analyzing data and trading investments in client portfolios. Associates are expected to follow all IAG processes to ensure proper regulatory and firm standards are met.
Preparing and verifying client review information
Ensure all eligible accounts are linked to WealthVision (eMoney)
Verify account titling is correct in WealthVision
Confirm investments are classified correctly in WealthVision
Identify and eliminate duplicate assets in WealthVision
Prepare clean Portfolio GPS and Investment Recommendation worksheets
Designing and adjusting client portfolios
Prepare initial portfolio analysis for prospective clients (PR)
Update clients Portfolio GPS to assure alignment with current IAG allocations
Create detailed investment recommendations taking into consideration current allocation target allocation individual risk tolerance liquidity equity diversification risk-adjusted investment performance tax consequences RMD status annuity restrictions potential annuity upgrades staff time costs systematic withdrawals and client cash flow needs
Trading investments
Serve as a backup trader during periods of high volume
Implement trades to meet client cash flow needs
Conduct trades during our Bear Market Opportunity Plan process
Requirements:
Proficiency in Microsoft Excel. Familiarity with macros and VLOOKUP preferred.
Ability to process detailed tasks accurately within time constraints.
Time management skills.
Ability to coordinate job responsibilities with other team members across multiple departments.
Preferred skills:
Bachelors degree.
Experience in using CRMs and eMoney.
Previous experience in the investment industry.
We Make it Easy
Founded in 1901 MRA is a nonprofit employer association that serves more than 4000 employers covering more than one million employees.
As one of the largest employer associations in the nation MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services information education and resources to help build successful workplaces and a powerful workforce.
We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company not an agency recruiter.
Required Experience:
Junior IC
Key Skills
- Eclipse
- Apache
- Drafting
- Audio Visual
- AutoCAD Drafting
- ACCA
About Company
At MRA, we deliver best-in-class HR Services customized to meet your business needs – all at a price you can afford. Through our proven approach to HR excellence, we maintain a sole focus on delivering unmatched expertise and value to businesses – from small- to medium-sized businesse ... View more
