Senior Investment Management Associate
On-siteAnchorage, Alaska, United States
Job Summary
Monitor portfolio allocations, cash positions, and investment activity while preparing investment reporting, portfolio analytics, and performance measurements. Perform portfolio performance reconciliations to identify reporting discrepancies and maintain investment management systems. Coordinate portfolio model updates, support investment technology initiatives, and assist with liquidity analysis, cash flow reporting, and special investment projects. Collaborate with the Chief Investment Officer and cross-functional teams to ensure accurate investment information and document evolving processes. Produce accurate, timely reporting and maintain high standards of data integrity across investment systems.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
- Experience supporting investment operations, portfolio reporting, investment analytics, wealth management, trust administration, or a related financial services environment
- An understanding of investment products, portfolio management concepts, and performance reporting
- Strong analytical, organizational, and problem-solving skills with exceptional attention to detail
- Experience using Microsoft Excel and other business applications to analyze data and produce meaningful reporting
- The ability to quickly learn investment management systems and technology platforms
- Excellent communication and collaboration skills with the ability to work effectively across departments
- Experience in a trust company, wealth management firm, family office, bank trust department, or registered investment advisor
- Professional designations such as CFA or CFP, or progress toward obtaining one
Desired Qualifications
- A bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
- Experience supporting investment operations, portfolio reporting, investment analytics, wealth management, trust administration, or a related financial services environment
- An understanding of investment products, portfolio management concepts, and performance reporting
- Strong analytical, organizational, and problem-solving skills with exceptional attention to detail
- Experience using Microsoft Excel and other business applications to analyze data and produce meaningful reporting
- The ability to quickly learn investment management systems and technology platforms
- Excellent communication and collaboration skills with the ability to work effectively across departments
- Experience in a trust company, wealth management firm, family office, bank trust department, or registered investment advisor
- Professional designations such as CFA or CFP, or progress toward obtaining one
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