Job description

Looking for an Investment Specialist to provide service and support for wealth and investment management for a top-tier bank in Minneapolis, MN . This opportunity offers market leading benefits, a competitive salary as well as room for advancement within the company.

Required qualifications:

1+ year of client service experience

Successfully completed FINRA series 7, and 63 (or 66) exams

Description:

• Building enduring client relationships through sound, thoughtful, and objective advice
• Developing individualized plans for clients to help meet their financial objectives
• Helping clients build, manage, preserve, and transition their financial resources and wealth

If interested, contact Lane Guedry at 704-903-6380.

Job Requirements:

• Provide daily investment performance to investment team
• Analyze investment portfolio holding exposures
• Review potential new investment managers
• Perform due diligence on prospective investment opportunities
• Construct investment plans and financial strategies
• Provide investment solutions tailored to the investment needs of institutional clients
• Recommend investment idea across sectors
• Support cash and investment decisions
• Expected cash flow available for investment, cash flow from investments, investment income, future values of the investment portfolio
• Resolve investment data related issues
• Reconcile investment portfolio positions and market values
• Evaluate and monitor investment managers
• Prepare quarterly reports on investment performance
• Assist with the quarterly socially responsible investment review process with investment managers
• Analyzing investment and risk scenarios
• Facilitate implementation of investment plans
• Coordinate investment research and analysis projects with investment consultants;. Meet with investment managers and write meeting notes for the investment team;. Attend local investment conferences
• Facilitate implementation of investment plan
• Create various ad-hoc investment analyzes
• Preparing investment proposals and reviews