New job Investment Specialist in Louisiana

Ross &Associates, an Ameriprise Private Wealth Advisory Practice located in Chicago, Illinois assists clients in meeting their financial goals with an emphasis on creating and delivering a unique client experience that defines land differentiates the practice. We are currently hiring and conducting remote interviews.

Responsibilities

• Perform foundational research activities in support of portfolio management.
• Construct portfolios and investment strategies that will fit the client’s risk tolerance, goals, objectives, and time frame,
• Monitor portfolio performance and allocations
• Execute appropriate trades to align/rebalance with proposed portfolios and risk tolerances.
• Develop product deliverables and documentation for regulatory and compliance oversight.
• Conduct transactions on behalf of clients
• Answer questions and provide readily available information to clients, if requested, as it relates to servicing their AccountsMonitor economy, markets, and world events to determine any required strategic rebalancing
• Participation in the Investment Committee

Required Qualifications

Key Traits of a Successful Candidate:

• Substantial quantitative skills with the ability to combine investment knowledge and technical expertise to produce effective results.
• Experience with analytical software to analyze investments.
• Demonstrated interest in financial markets and systematic investing.
• Computer competency, including MS Office Suite, Thompson One, Vestmark, and Salesforce.
• Strong organizational skills, ability to prioritize a diverse workload and multi-tasking, and taking initiative in daily responsibilities.
• Efficient time management.
• Acute attention to details and organization.
• Tenacious work ethic, team player, and high degree of professionalism.
• Minimum of two years’ experience trading on Thomson platform

Education and other designations:

• Bachelor’s degree in Finance, Economics, Accounting, or Investment-related field
• 2+ years of similar experience
• Series 7, Series 66, and State life, accident and health insurance licenses

Pay and Benefits:
Salary will be determined completive with industry standards based on job duties and previous work experience
Benefits include access to group health care, 401(k), Pension, Paid Time Off, and workplace flexibility

Resume Submission:
Submit resume with cover letter and references.