Investment Associate

Company: Disability Solutions
Location: Neenah
Posted on: November 14, 2024

Job Description:

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.Work closely with the portfolio management team in the daily administration of trust portfolios. Keep abreast of portfolio positioning, market news, trades, analyzing/reconciling position discrepancies, monitoring account guidelines and restrictions. Assist portfolio manager with investment performance reviews, cash management and account rebalancing. Assist with the preparation of marketing material and presentations.Job Accountabilities--- Perform daily administrative and account management functions in the daily administration of trust portfolios under direction of the portfolio management team. Including researching, compiling, computing, organizing and preparing information for Trust Administrative, Trust Investment and KAM, LLC officers for use in discussions, client and staff meetings. Implement portfolio strategy based on direction from portfolio manager, administrative officer or internal/external client.--- Develop an in-depth knowledge of the market and client base in order to design, organize and maintain presentation pieces for internal and external communication purposes.--- Coordinate daily, monthly, quarterly and annual compliance reporting in accordance with Trust, OCC, SEC and other regulatory requirements. Maintain records to be used in regular internal and external audit exams.--- Monitor account and department strategic risk guidelines in accordance with internal compliance procedures and regulations.--- Work with portfolio managers on research initiatives, stock fundamental analysis, and overall portfolio analysis and monitoring to ensure keeping with account guidelines and restrictions.--- Work under portfolio managers guidance on projects related to overall client portfolio review and management, complex account issues, investment selection analysis and management portfolio management and research.--- Enter trades on behalf of portfolio manager, administrator or client. Maintain integrity between internal and third party software. Possibly provide backup to trading desk.EducationBachelor's Degree or equivalent combination of education and experience Accounting RequiredBachelor's Degree or equivalent combination of education and experience Business RequiredBachelor's Degree or equivalent combination of education and experience Finance RequiredExperienceLess than 2 years Banking, Investment, and/or Financial Institution Required2-4 years Investment field with emphasis on financial markets. PreferredIn addition to core traditional benefits, we take pride in offering benefits for every stage of life.

• Retirement savings including both 401(k) and Pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
• Personal banking, loan, investment and insurance benefits.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.Compliance StatementAssociated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance to individuals with disabilities throughout the application & interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview process.Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.Associated Bank is Pay Transparency compliant.

Keywords: Disability Solutions, Waukesha , Investment Associate, Accounting, Auditing , Neenah, Wisconsin