Associate, Investments

Minneapolis, Minnesota
25 Apr 2022
25 May 2022
Employment Type
Full Time

NorthRock Partners is committed to helping exceptional people live exceptional lives. Through our Personal Office™ experience, we seamlessly deliver financial and lifestyle advice services uniquely tailored to give clients more time to make the impact they want on the world and live their best self.

We are looking for a high performing individual who thrives in a team environment. This role is a critical contributor to the success of the organization, driving valuable information and insights. Our ideal candidate is service-focused and will be responsible for our client’s portfolio management activities, such as performance review, asset allocation review, and trading. The Associate will serve as a business partner to members of the investment team and our Advisor Teams.

  • Advise management of actions and potential risks
  • Work with team members from Operations and Client Service to ensure accurate and high-quality client deliverables
  • Perform trading activities within our client’s portfolios
  • Monitor and assist internal partners with critical client deliverables including:
    • Investment implementation/rebalancing
    • Manager evaluation
    • Performance reporting and evaluation
    • Verbal and written communication to clients pertaining to fund information or other client requests
    • Projects or needs
  • Coordinate, design and create customized analysis and responses to ad-hoc client and team member inquiries
  • Learn and adapt to new software and technology
  • Actively engage in available training and education programs

Similar jobs

Similar jobs

  • You need to sign in to save