Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Company Description: Pathstone is one of the fastest-growing wealth management firms in the country, specializing in providing financial solutions and family office services to ultra-high net worth families, single family offices, and foundations and endowments.
Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone has experienced significant growth over the past 5 years and currently oversees approximately $ 97B in assets under advisement and administration. As a certified B Corp, we seek to make a difference in the lives of our clients and their families as well as offer a positive and supportive work environment for our employees.
Although Pathstone currently has 19 locations across the country, the firm operates as one office and one team. Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering important topics to our clients. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the challenging needs of our team members and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.
This role supports the firm’s Englewood, NJ office.
Qualifications: Bachelor’s degree. Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates. Being detail-oriented and understanding time-sensitive issues are extremely important, along with having solid PC and Microsoft Office suite skills, particularly Excel. They will need to show a positive attitude and initiative in all aspects of the position, as well as demonstrate the ability to prioritize tasks in the face of competing demands. At the same time, the candidate must be engaged in learning and growing and be motivated to take on new challenges. Strong verbal and written communication skills are important to the role. Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is preferred.
Job Description: Reporting is an integral part of client success and more than numbers and calculations! The right person will hit the ground running, mastering all internal and external systems while championing best practices. Utilize your keen attention to detail and investigative thinking to identify inconsistencies and correct them. Maintain proactivity while juggling competing priorities and leverage new technologies to improve efficiency. Growing into the role you will ultimately support and train others while problem solving matters big and small.
Job Responsibilities: Aid the Reporting Team in all manners of operations through investigating Client Advisory Team inquiries, project management, database and systems clean-up, as well as various administrative duties for the department. Source data from available systems (Salesforce, Performance Reporting platforms, custodians) to contribute to the assessment and project planning. Prepare and disseminate internal communications, document processes and procedures, and successfully deliver to the staff.
Act as a resource to staff across the Firm by addressing performance and interested party related questions and assisting client teams in onboarding new clients. Develop an in-depth understanding of the functions of other departments and how we work together to deliver timely, accurate reports to our clients. Adopt, implement, and promote Pathstone best practices. Proactively communicate challenges and ask questions, as needed.
Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.
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