Investment Associate

Towson, Maryland
– full-time position, on-site

Candidates must be authorized to work in the U.S. and be located within commuting distance of Towson, MD, or be willing to relocate independently.

Purpose

At Greenspring, our Core Purpose is “to help every person live their ideal life,” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to:

• Explore career opportunities that fit your interests, competencies, and firm growth needs
• Be Part of a Great Culture where you’ll be a part of a team of people who are committed to each other’s success
• Make a Lasting Impact on the lives of our clients and through the camaraderie of working for a common goal with your peers

The Investment Associate will work in conjunction with Advisors and Associates to manage and trade client portfolios, maintain investment models and trade-related data within the portfolio management system, support performance reporting, and conduct research for the firm’s Investment Committee. The role supports clients across the firm.

Responsibilities

The responsibilities listed below are intended to describe the general nature and level of work being performed; it is not an exhaustive list of all responsibilities, and additional duties may be assigned.

• Maintain high standards for serving both clients and advisors
• Assign model portfolios, execute trades, and rebalance client portfolios using our portfolio management system, serving as a subject matter expert on the platform and ensuring an efficient and accurate rebalancing process.
• Support the management of centralized portfolios by proactively recommending trades, monitoring accounts, and ensuring portfolios remain aligned with model allocations.
• Produce and oversee the production of client portal and performance reports
• Reconcile, enter, download, and update data in rebalancing, account aggregation, and portfolio management software systems
• Ensure compliance with internal policies and best practices across all trading and portfolio management activities
• Apply investment knowledge to analyze portfolios, contribute to investment research efforts, and draft watchlist notes
• Serve as a backup for other investment team workload (performance reporting, billing, account onboarding, etc.)

Specific Measures of Success

• Highly responsive to requests and resolves open tasks accurately and efficiently
• Anticipates client needs and proactively eliminates obstacles before they become issues
• Demonstrates efficiency in working with multiple advisors across multiple sites by leveraging firm resources and tools
• High degree of pride in the accuracy and quality of your work product
• Client portfolios are in balance and properly assigned and managed to their model allocation
• Provides accurate trade recommendations and is on the path to independently trading client accounts in accordance with client investment objectives
• Ensure that the firm does not incur trade errors

Job Requirements

Minimum 3 years in trading, portfolio management/operations, or a related investment operations role within the financial services industry.

Education

College degree in Finance, Investments, or Business, or comparable experience.

Skills and Knowledge

• Always focused on client needs and customer service
• Detail-oriented and methodical
• Demonstrated problem-solving abilities
• Follows up and follows through
• Exceptional organizational skills with a proven ability to multitask and manage multiple projects
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Excellent oral and written communication skills
• Ability to excel in a fast-paced, changing environment
• A self-starter who is assertive, proactive, independent, flexible, and accommodating
• Strong interest…