Experience, Knowledge and Skills Minimum Requirements Minimum 2 years + experience in investment management (operations or analyst) Bachelors Degree Hybrid or In Office must live in ColoradoPreferred Skills Minimum 1 year + experience in a financial planning/advising firm. Advanced skills with Microsoft excel formulas, logic and formatting. Experience and knowledge of basic financial planning, Qualified Plans, and basic tax (e.g., tax loss harvesting) Experience working with PowerBi, BlackDiamond and Schwab Advisor Center Series 65 certification or acquire within 6 months of employment. Obtained or willing to work towards obtaining CFA or CFP Essential Functions and Job Duties Trade Execution: Manage and execute client-level trades with precision and adherence to compliance guidelines.Portfolio Rebalancing: Oversee firm-level rebalancing to align with model recommendations, risk parameters, and tax efficiency.Investment Research & Model Recommendations: Conduct research on investment models and provide recommendations to optimize client portfolios.401(k) Plan Analysis: Analyze 401(k) plans, assess investment options, and ensure compliance with fiduciary standards.338 Oversight & Reporting: Support fiduciary responsibilities by overseeing investment selections and producing detailed reports.Lead Investment Committee Meetings: Provide insights on portfolio performance, market trends, and tax cost considerations while driving strategic investment discussions.Transition Management & Estimates: Assist in transition planning, estimate tax costs, and facilitate smooth portfolio transitionsOversee All Investment Management Operations: Ensure all investment-related activities run efficiently, accurately, and in compliance with internal policies and regulatory standards.
recblid 32beefhep9uhouo1mjclcf9f2ulx9h
Finance
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