Investment Solutions Associate

Our client is seeking an Investment Solutions Associate to support its investment platform.

This role offers broad exposure across investment products, platform management, product initiatives, and strategic projects while partnering with advisors and cross-functional business leaders.

Responsibilities

• Support the development and launch of new investment products and platform initiatives.
• Respond to advisor and client inquiries regarding investment solutions and product offerings.
• Assist with client onboarding and ongoing support for managed investment solutions.
• Prepare product reporting, business metrics, and management analytics.
• Partner with Compliance, Risk, Operations, and Technology to support regulatory initiatives and process improvements.
• Conduct product research, resolve operational issues, and support strategic business projects.
• Build strong relationships across the organization while providing exceptional internal client service.

Qualifications

• 2+ years of experience within wealth management, asset management, private banking, or a broker-dealer.
• Exposure to investment products, managed accounts, product management, platform management, or project management.
• Strong understanding of mutual funds, ETFs, SMAs, alternative investments, and managed investment solutions.
• Excellent analytical, organizational, and communication skills with strong attention to detail.
• Experience with Bloomberg, Morningstar Direct, Refinitiv, Excel, and PowerPoint preferred.
• Series 7 and Series 63 licenses are preferred.