Investment Associate - Portfolio Trading & Research

Greenspring Advisors; Towson (MD); Vor Ort; USD 70.000 - 100.000; Vollzeit

Benefits dieser Stelle

Health, Dental, and Vision Insurance

Health Savings Accounts and Flexible 


401(k) Plan with employer match and 
p

GREEN Units (phantom equity ownership)

Sabbatical after 7 years

Disability Insurance

Life Insurance

Employee Assistance Program

Professional development stipend

Matching Charitable Gifts Program

Stand-up desks and multiple monitors

Free parking

Zusammenfassung

Greenspring Advisors is seeking an Investment Associate to work with Advisors and Associates to manage client portfolios, support performance reporting, and conduct research for the Investment Committee. The role spans multiple sites and emphasizes accuracy, client service, and timely trading.

Responsibilities include assigning model portfolios, executing trades, rebalance, generating client portal reports, and ensuring compliance with firm policies.

Qualifikationen

• Minimum 3 years in trading, portfolio management/operations, or a related investment operations role within the financial services industry.
• College degree in Finance, Investments, or Business, or comparable experience.

Aufgaben

• Maintain high standards for serving both clients and advisors.
• Assign model portfolios, execute trades, and rebalance client portfolios using our portfolio management system.
• Support the management of centralized portfolios by proactively recommending trades, monitoring accounts, and ensuring portfolios remain aligned with model allocations.
• Produce and oversee the production of client portal and performance reports.
• Reconcile, enter, download, and update data in rebalancing, account aggregation, and portfolio management software systems.
• Ensure compliance with internal policies and best practices across all trading and portfolio management activities.
• Apply investment knowledge to analyze portfolios, contribute to investment research efforts, and draft watchlist notes.
• Serve as a backup for other investment team workload (performance reporting, billing, account onboarding, etc.)

Kenntnisse

Client service

Detail-oriented

Problem solving

Multitasking

Communication skills

Investments

Portfolio management

Ausbildung

Finance degree

Tools

Tamarac

Salesforce

YCharts

Jobbeschreibung

Greenspring Advisors is seeking an Investment Associate to work with Advisors and Associates to manage client portfolios, support performance reporting, and conduct research for the Investment Committee. The role spans multiple sites and emphasizes accuracy, client service, and timely trading.

Responsibilities include assigning model portfolios, executing trades, rebalance, generating client portal reports, and ensuring compliance with firm policies.