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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
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.

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