Associate - DC

Pathstone; Potomac (MD); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Competitive benefits package

Committee participation and LinkedIn L

Job summary

Pathstone seeks an analytical, client-focused operations specialist to support the Client Advisory Team in daily client service and operations. The role involves preparing performance analyses, manager background materials, and client presentations, while coordinating with Capital Markets and other professionals.

Strong Excel and Office skills, excellent communication, and a proactive attitude are essential.

Qualifications

• Bachelor's degree; prior experience in the financial management industry is a plus but not required for recent graduates.
• Strong analytical, quantitative, problem-solving and client service skills.
• Detail-oriented with ability to prioritize time-sensitive issues.
• Solid PC and Microsoft Office suite skills, particularly Excel.
• Comfortable speaking with clients and others about money movement, account openings, trades, and daily operations.
• Positive attitude and initiative; ability to prioritize tasks amid competing demands.
• Understanding investments including mutual funds, separately managed accounts, and alternatives is a plus.

Responsibilities

• Provide support to a Client Advisory Team in communication and implementation of client investment strategies; draft letters of instruction and complete account documents.
• Prepare performance analysis, investment manager background, and client presentation material.
• Coordinate with the Capital Markets Group and act as information provider to accountants, banks, investment managers and other professionals.
• Assist with quarterly reporting and reconcile client reports as part of client operations.

Skills

Analytical skills

Quantitative skills

Problem solving

Client service

Detail-oriented

Time management

Excel proficiency

Communication skills

Investments knowledge

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Pathstone has 14 locations around the country but operates as one office and one team. Applicants should be individuals who thrive on collaboration and are eager to work with a growing and diverse team.

Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering a variety of interesting topics. We also offer LinkedIn Learnings to our team members for opportunities for personal and professional enrichment.

Pathstone provides a competitive benefits package for our employees.

This role supports the firm’s DC 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. The ideal candidate will possess strong analytical, quantitative, problem-solving, and client service skills. Being detail-oriented and understanding time-sensitive issues are extremely important, along with having solid PC and Microsoft Office suite skills, particularly Excel. Being comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus. 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. Strong verbal and written communication skills are important to the role. Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is a preferred.

Job Description:

Provide assistance to a Client Advisory Team in all manner of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.

Job Responsibilities:

Provide support to a Client Advisory Team in the communication and implementation of client investment strategies. Draft letters of instruction, complete account applications, manager agreements and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group. Act as information provider to accountants, banks, investment managers and other professionals also supporting clients. At the same time, they should enjoy learning and growing and be motivated to take on new challenges. Due to the required expertise in all client operational matters, this role will serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.

Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.

Will you now or in the future require sponsorship for employment visa status (e.g. H-1B status)? Will you now or in the future require sponsorship for employment visa status (e.g. H-1B status)?

Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)? Yes No