Investment Services Associate
$60,000–$75,000 year
Remote · New York City, New York, United States or United States
New York City, New York, United States or United StatesRemoteFull Time$60,000–$75,000 yearMid LevelBachelors DegreeEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
Join as an Investment Services Associate to support Portfolio Management through trade processes, data management, and client reporting, requiring strong analytical skills and teamwork.
Required Qualifications
- Bachelor's degree or equivalent
- Strong interpersonal skills
- 1-3 years working experience
- Series 7 (or obtained within 60-days)
- Proficient in Microsoft Suite Programs (Excel, Word, Outlook, PowerPoint)
Desired Qualifications
- Progress towards a financial services designation such as CFA, CAIA, CIMA, or CFP
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