Investment Associate I en Wealth Management-MA

Investment Operations & Portfolio Support – Entry Level

As a member of the Central Trading Group, the incumbent will support the day-to-day management of client investment portfolios and gain hands-on experience in trading, monitoring, and portfolio review processes. This role is designed for candidates looking to build a foundation in investment operations and portfolio management within a collaborative and fast-paced environment.

Key Responsibilities

Portfolio Support & Trading Assistance

• Help monitor client portfolios to ensure they align with investment goals and strategies.

• Assist with trade execution and account reviews under the guidance of senior team members.

• Participate in monthly portfolio reviews to learn about compliance and investment model adherence.
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• Coordinate with Relationship Managers, Wealth Advisors, and Portfolio Managers to support client account management.

Investment Operations

• Provide general support to the investment team across various operational tasks.

• Help maintain accurate client and account data across internal systems.

• Assist in preparing reports, presentations, and materials for client meetings and internal reviews.
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• Support data entry, report generation, and documentation for investment-related activities.

Team Collaboration & Exposure

• Work closely with different teams including investment analysts, marketing, operations, and technology.

• Participate in cross-functional projects and meetings to gain broad exposure to the wealth management business.
• Contribute to research and data analysis efforts that enhance team productivity and client service.

Learning & Development

• Receive training and mentorship from experienced professionals in trading, portfolio management, and investment operations.

• Develop a strong understanding of investment processes, systems, and client service standards.

• Take part in internal seminars and team discussions to build industry knowledge and professional skills.

Ideal Candidate Profile

• Recent graduate or early-career professional with interest in finance, investments, or wealth management.

• Strong attention to detail and willingness to learn.
• Comfortable working with data and technology systems.
• Excellent communication and organizational skills.
• Team-oriented with a proactive and curious mindset.