Investment Associate
- Employer
- Coral Gables Trust Company
- Location
- Coral Gables, USA
- Salary
- $67k - $77k
- Closing date
- Feb 12, 2025
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- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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The Investment Associate responsibilities include:
Assist the Chief Investment Officer (CIO) and Investment Officer in managing the discretionary investment portfolios of Coral Gables Trust.
Prepare market presentations and performance reports for client meetings.
Assist with the preparation of quarterly Trust Investment Committee (TIC) meetings.
Point of contact for investment strategies CGT utilizes for client portfolios. Gather quarterly information, conduct performance analysis and set up review meetings if necessary.
Perform daily investment duties that include, raising cash for relationship managers, reinvest bond maturities, investing towards a long-term portfolio target by dollar-cost averaging.
Complete annual Reg 9 account reviews over a 12-month period to ensure compliance with investment policies.
Assist the Chief Investment Officer (CIO) and Investment Officer in managing the discretionary investment portfolios of Coral Gables Trust.
Prepare market presentations and performance reports for client meetings.
Assist with the preparation of quarterly Trust Investment Committee (TIC) meetings.
Point of contact for investment strategies CGT utilizes for client portfolios. Gather quarterly information, conduct performance analysis and set up review meetings if necessary.
Perform daily investment duties that include, raising cash for relationship managers, reinvest bond maturities, investing towards a long-term portfolio target by dollar-cost averaging.
Complete annual Reg 9 account reviews over a 12-month period to ensure compliance with investment policies.
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