Sr. Investment Associate

Join our Family Office Solution's Investment team serving ultra-high-net-worth clients as a Senior Investment Associate, delivering proactive investment support and client service.

Requirements

• Solid understanding of financial markets, investment products, and portfolio construction.
• Strong analytical and organizational skills with attention to detail.
• Excellent communication skills; able to simplify complex concepts.
• Team-oriented with a proactive approach to problem-solving.
• Proficient in MS Office, especially Excel (macros, pivot tables, VLOOKUP, charting).

Benefits

• Reasonable accommodation for individuals with disabilities
• Flexible working requirements considered
• Encouragement of movement within the organization
• Accessible senior leaders
• Commitment to assisting the communities served