Investment Specialist

Base pay range

$/yr - $/yr

• Annual Bonus

The ideal candidate combines deep intellectual curiosity with a passion for market and economic research, a data-driven approach to decision-making, and a strong results-oriented mindset that consistently drives both individual and team success.

• Drive assets into SAS and Signature AMP via working with advisory teams to identify areas of opportunity (cost reduction, streamlining operations, consolidating into approved managers)
• Provide thought leadership on portfolio positioning via internal and external client-facing written commentary and video collateral
• Contribute to the management of SAS and STS
• Lead manager research efforts as needed
• Support the acquisitions process by reviewing prospective advisor’s book of business for opportunities, serving as a resource and demonstrating depth of expertise available through the Signature platform
• Work with portfolio associates and analysts to support day-to-day operations
• Assist with new client proposals and investment analysis
• Write reports and communicate research findings to analysts, associates, and/or traders
• Regular contributor to periodic Investment Committee meetings
• Primary product specialist for various asset classes/categories
• Lead and contribute to various projects to achieve departmental goals
• Create new collateral and content to support the business initiatives of SEIA
• Provide sales support to SEIA and SIA
• Research investments and provide security selection for discretionary models
• Ensure all recommended investments have adequate and documented basis
• Comply with all regulatory requirements
• Contribute to various projects to achieve departmental goals
• Manage and update collateral
• Perform other related duties as assigned by management.

• Bachelor's Degree (BA/BS) from a four-year college or university, or equivalent combination of education and experience.
• 5+ years of relevant industry experience
• Computer skills required:
  Microsoft Office Suite:
  Word Processing Software (Word);
  Electronic Mail Software (Outlook);
  Presentation software (PowerPoint);
  Spreadsheet software (Excel)
• Other skills preferred: CFP, MBA, CAIA or other relevant industry designations, Series 7 and 65/66

• Employee medical:
  With SEIA and employee contributions
• Employee dental, vision and life insurance:
  Fully paid by SEIA
• Dependent medical, dental and vision:
  Employee paid options
• Paid Time Off (PTO)
• Holiday Pay
• 401k with generous match and immediate full vesting
• Employee Assistance Program (EAP) and discounts
• Paid parking by SEIA
• Reserved parking, valet, onsite car wash service and dry cleaning at employee cost
• Snacks and drink options daily, occasional meal catering
• Opportunity to work and grow with a collaborative and entrepreneurial team

Mid-Senior level

Full-time

Finance and Analyst