Investment Associate – Entry Level

We are currently hiring for an Entry Level Investment Associate. Our client is looking to expand their team and needs to hire strong talent to meet this growing need. This position would be a great foot in the door position for any recent graduate or emerging professional that is looking to start their career. The position has competitive pay and benefits as well as strong opportunities for growth.

Job Title: Investment Associate

Responsibilities:

• Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems

• Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records

• Schedule and coordinate transfer and delivery of security certificates between companies, departments, and customers

• Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders

• Communicating with Persons Outside Organization – representing the organization to customers, the public, government, and other external sources

• Evaluating Information to Determine Compliance with Standards – Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards

• Word processing, managing files and records, stenography and transcription, designing forms, and other office procedures

Work Styles:

• Integrity – Job requires being honest and ethical.

• Dependability – Job requires being reliable, responsible, and dependable, and fulfilling obligations.

• Stress Tolerance – Job requires accepting criticism and dealing calmly and effectively with high stress situations.

• Attention to Detail – Job requires being careful about detail and thorough in completing work tasks.

Knowledge:

• Bachelor’s Degree in Finance, Accounting or Economics

• Knowledge of economic and accounting, financial markets, banking and the analysis and reporting of financial data.

• Strong oral and written communication skills

• Proficient in Microsoft office, particularly Microsoft Excel

• Analytical problem solving

• Interest in investment, finance, and accounting

• Good with numbers and quantitative analysis