Job Description

Description
Portfolio Implementation Specialist
SHELTON, CT
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 years of relevant business experience
Preferred: At least 5 years relevant business experience in the investment field
A 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
Salary Description
$67,900 - $113,100

Job Tags

Similar Jobs

Klickitat County Public Hospital District No 1

Medical Assistant II - Klickitat County Public Hospital District No 1 - Goldendale, Washington, United States Job at Klickitat County Public Hospital District No 1

...licenses or certifications): Safety Sensitive per WA SB5123: No Education / Licensure: QUALIFICATIONS: Current Washington State Medical Assistant certification (Certified) required. National Certification from one of the below is required. Certified MA...

American Airlines

Aviation Maintenance Technician Job at American Airlines

.... There are also opportunities for job growth and advancement, training, and working with many of the industrys most talented aviation professionals. What you'll do These are the essential functions of the job This list is intended to reflect the current job...

The Party Staff, Inc.

Barista Job at The Party Staff, Inc.

...creating unforgettable experiences for our clients and their guests. &##127882; Position Overview: We're seeking a passionate Barista to elevate the coffee experience in our corporate client's dining environment. If you're a barista extraordinaire with a flair for...

NuWest Travel Nursing

Travel Nurse RN - Labor and Delivery - $3,040 per week Job at NuWest Travel Nursing

...Travel Nurse RN - Labor and Delivery - $3,040 per week at NuWest Travel Nursing summary: NuWest Travel Nursing is looking for an experienced Travel Nurse RN specializing in Labor and Delivery for a 13-week assignment in Bellevue, Washington. The position offers a competitive...

Stellent IT LLC

SQL database administrator | Hybrid Job at Stellent IT LLC

...Hi, We have urgent role of SQL Database Admin | Hybrid. please revert if you are interested in applying. SQL database administrator Hybrid work Dearborn, MI W2 contract. Job Description: This position is for an expert SQL database...

Portfolio Implementation Specialist Job at FCI Advisors, Shelton, CT

Q2pmT2FiMERiQnJsM3czRHFpUEZxV2gw