Investment Management Associate
Title: Investment Management Associate
Supervisor Title: Director of Investment Management
The Investment Management Associate works as a member of the investment management team to conduct investment research, prepare investment recommendations and reports, and implement trading for the firm. This position is a member of the investment management committee and leads the execution of Aspyre Wealth Management’s global fiduciary practices. They also support the wealth management team to provide client service.
- Portfolio Management – Monitor client portfolios and trading screens. Generate investment recommendations for client portfolios as appropriate.
- Manage all investment management related systems, including Tamarac and Morningstar Direct.
- Execute all client portfolio trading
- Participate as a member of the investment management committee and lead execution of global fiduciary practices.
- Research and monitor model portfolio allocations and asset selection. Recommend allocation and fund changes to the investment management committee.
- Maintain client portfolio data for investment management purposes.
- Evaluate and make recommendations on investment options inside retirement accounts held outside of the firm’s preferred custodians.
- Support the firm’s compliance activity by running custom reports and periodically reviewing investment processes.
- Manage firm relationships with fund managers and investment related vendors.
- Understand and support delivery of the firm’s financial planning processes.
- Provide client service directly or in conjunction with the wealth management team and participate in client meetings as needed.
- Provide scheduled and ad hoc written communication to clients.
Education: Bachelor’s degree from an accredited university required.
Licenses/Certifications: CIMA, CFP, or CFA preferred but not required.
Two years of experience in an investment management role is preferred.
Highly proficient computer skills are required, with the desire to master key software programs. Prior experience with Tamarac and Morningstar Direct is a plus. Excellent communication abilities and strong client service focus is required. Strong detail orientation with the ability to manage a variety of tasks and competing deadlines is essential.
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