About the Position:

• Responsible for managing and executing trades for all investment offerings according to all internal processes.
• Implements trades in a timely fashion with a high level of accuracy.
• Verifies all direct business trades directly with the carrier in a timely fashion.
• Executes daily trading requests and rebalancing and maintains proper due diligence notes.
• Monitors the existing equity and fixed income holdings for rating changes, liquidations, splits, etc. and communicates these updates to the Senior Investment Analyst and/or advising team.
• Maintains inventory of firm investment assets, ensuring holdings data, manager information, and investment records remain accurate, current, and properly documented for reporting and research purposes.
• Maintains the manager records in the CRM and the investment playbook for the advisors.
• Prepares meeting summary reports for all annuities.
• Assists as needed with annuity paperwork, licensing, and appointments.
• Responsible for the firms performance reporting system and is the primary point of contact for the firms performance reporting system for both clients and the team.
• Coordinates the integration of household data, account values and performance information between all systems.
• Assists with online issues, errors and/or updates for either the client or staff members.
• Attends various conferences and workshops, as needed.
• Attends all team meetings & retreats, including the annual planning summit (optional).
• Trains and mentors other analysts, performance reporting analysts and traders.
• Handles other research analyst roles, performance reporting roles and trading roles during position vacancies or as needed
• Implements a Plan of Work annually, and/or if your position evolves.
• Serves on Investment Committee.

Salary Range: $70,000 – $80,000/year depending on experience. Benefits include paid time off, portion of health insurance, profit sharing, and professional development.

Apply on LinkedIn here.