Investment Team Associate

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.

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Founded in 1901, MRA is a nonprofit employer association that serves more than 4,000 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.