Portfolio Implementation Specialist
Apply NowCompany: MTC Holding Corporation
Location: Shelton, CT 06484
Description:
FCI Advisors, a nationally recognized investment advisory firm, is seeking a Portfolio Implementation Specialist in its Shelton, Connecticut office. We offer the opportunity to join a fast-growing business unit, a competitive salary, participation in a bonus pool and an outstanding benefits package.
Job Description
The Portfolio Implementation Specialist will be responsible for reviewing client investment portfolios, and then recommending and implementing trades to ensure that such portfolios are invested in accordance with their guidelines. Specific duties include the following:
Portfolio modeling and trade creation associated with the investment of client portfolios
Monitor compliance with investment policies and client-specific guidelines, including appropriate cash levels
Communicate the rationale supporting such trades to bank/trust clients
Assist with ad hoc client cash needs to fund distributions and invest contributions
Other duties will be assigned as necessary
Company Description
FCI Advisors, is an SEC Registered Investment Advisory Firm founded in 1966. We have provided investment advisory services to a wide variety of institutional and private clients for over 50 years. Our headquarters are located in Overland Park, Kansas with additional offices across the country.
FCI Advisors is an Equal Opportunity Employer
Requirements
Desired Skills and Experience To be considered for this opportunity, a candidate must have:
A Bachelor's degree, in Finance, Economics or a related field and/or equivalent experience
Minimum: 3 - 5 years of relevant investment experience
Preferred: At least 5 + years of relevant investment experience in financial services
A strong working knowledge of investments
Outstanding Excel skills
Outstanding oral and written communication skills
The ability to work effectively on multiple tasks simultaneously
The ability to work in a fast-paced, team-based environment
Series 65 License
Salary Description
$68,000 - $113,000
Job Description
The Portfolio Implementation Specialist will be responsible for reviewing client investment portfolios, and then recommending and implementing trades to ensure that such portfolios are invested in accordance with their guidelines. Specific duties include the following:
Portfolio modeling and trade creation associated with the investment of client portfolios
Monitor compliance with investment policies and client-specific guidelines, including appropriate cash levels
Communicate the rationale supporting such trades to bank/trust clients
Assist with ad hoc client cash needs to fund distributions and invest contributions
Other duties will be assigned as necessary
Company Description
FCI Advisors, is an SEC Registered Investment Advisory Firm founded in 1966. We have provided investment advisory services to a wide variety of institutional and private clients for over 50 years. Our headquarters are located in Overland Park, Kansas with additional offices across the country.
FCI Advisors is an Equal Opportunity Employer
Requirements
Desired Skills and Experience To be considered for this opportunity, a candidate must have:
A Bachelor's degree, in Finance, Economics or a related field and/or equivalent experience
Minimum: 3 - 5 years of relevant investment experience
Preferred: At least 5 + years of relevant investment experience in financial services
A strong working knowledge of investments
Outstanding Excel skills
Outstanding oral and written communication skills
The ability to work effectively on multiple tasks simultaneously
The ability to work in a fast-paced, team-based environment
Series 65 License
Salary Description
$68,000 - $113,000