Full-Time Strategy and Transactions – Investment Banking Associate – San Luis
Job Description
An investment associate is needed to expand our group. Candidates who want to join a fast-expanding firm and fully advance their careers can apply for this position, which offers countless prospects. While providing the firm’s clients with an exceptional experience, this job will primarily support the firm advisors with workflow management. This position will assist client relationships by ensuring that all client needs are met, responding to client inquiries, preparing advisors for client review meetings, and handling other problems and tasks as required. The applicant should be proficient in technology and diligent in all aspects of their work.
Job Title : Strategy and Transactions – Investment Banking Associate
Location : San Luis, Agusan del Sur Province, Philippines
Salary : $ 31.86 per hour.
Company : BLOOM EQUITY PARTNERS
Job Type : Full-Time
Qualifications:
- Create and close accounts; add power of attorney and trading authority as applicable, link life insurance and annuity accounts, complete client registrations and proactively address and follow-through on client service requests.
- Keep all client data up-to-date in your contact management system and database for optimal marketing, scheduling, reporting, and billing.
- Maintain a high level of professionalism and promptness in responding to all electronic correspondence; resolve issues and complaints as they arise.
- Prepare and maintain client records, as well as draft and send out reports and communications, per the Advisor’s instructions.
- Regular shredding of outdated records is a good way to ensure that such data is properly handled. Get rid of old customer records the right way.
- Create and compile reports and databases for maintaining files and record keeping, and establish and manage client files in order to satisfy regulatory and compliance needs.
- Find new investment possibilities, conduct due diligence, and write investment memoranda for fund investments and co-investments as part of transaction teams you help lead.
- Responsible for making sure that all customer needs are met promptly and accurately; provide front desk support, including greeting clients and guests; politely answer phone calls; and, if necessary, take thorough messages.
- trading to accounting software to handle the buying and selling of fixed income and equities securities.
- oversee the upkeep of all office supplies to guarantee that the practice’s equipment is in proper working order; notify the facilities manager of any problems. Maintain office supplies, making sure that needs like things for the break room are available at all times.
Skills:
- Ability to function independently and effectively under time constraints in a hectic atmosphere.
- Preferable qualifications include knowledge of Redtail, Orion, Morningstar, MoneyGuidePro, and Wells Fargo Advisors.
- a track record of success in client management or customer service. This would entail locating client concerns or issues, offering, and starting efficient remedies.
- Applicants without a bachelor’s degree but with relevant work experience and/or college credits will be considered.
- 1-2 years of experience in finance or a closely connected discipline, such as billing, accounting, buying, mathematics, etc.