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- To calculate and reconcile investment returns and transaction history.
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- To identify investment return differences and problem solve any discrepancies.
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- To coordinate with other departments of the firm to obtain any other materials required to include in a client's final reporting package.
- To provide recommendations and identify items of interest to the Investment Consultant based on the analysis of the compliance and performance report.
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Performance Associate - Savannah, United States - IPS, LLC
Description
Job Description
Job DescriptionPosition
Performance Associate
Job Description
Full-time (in-office) position for an institutional investment consulting firm in either Savannah, GA or Newtown, PA.
Primary Responsibility
The primary responsibility of the Performance Associate is to prepare investment reports for an assigned list of clients. The Associate is expected to fulfill the direct responsibilities of the position as outlined below.
Direct Responsibilities
Skills
The Candidate must be detail-oriented and possess the ability to multi-task. He/She will be expected to demonstrate good communication and organizational skills, and project a professional image through in-person, telephone, and email interactions with coworkers and business partners. The Candidate must possess a strong work ethic and work well in a team environment. Due to the nature of the industry, workflow will vary based on various factors such as client meetings/schedule, production cycle, and market fluctuations.
The Candidate must be experienced in using computer programs including Microsoft Office (Excel, Word, PowerPoint, and Outlook) as well as Adobe. Any experience using InvestmentMetrics (reporting platform) and OnContact (client relationship database) is valuable.
Requirements:
The Candidate must have a bachelor's degree from a four-year college or university with focus in finance, accounting, or math.
Employment Benefits
• Major Medical / Hospitalization
• Dental
• Life Insurance (two times salary up to $125,000 maximum)
• Short-Term Disability
• Long-Term Disability
The company pays for all the individual employee coverages listed above.
Dependent coverage may be paid by the employee through payroll deduction.
• Paid Holidays
• Paid Vacation – based on length of service
• 401(k) Plan – eligible after 6 months service
We are an equal opportunity employer. Our policy of no discrimination in the assessment of a person's qualifications is applied without regard to race, religion, age, sex, handicap, or country of origin.
Company DescriptionInvestment Performance Services, LLC ("IPS") is an independent, full-service investment consulting firm that provides education, proactive advice, and customized solutions to employee benefit plans throughout the United States. The mission of IPS is to embrace best industry practices in governance, ethics, and professionalism. Our services are designed to help clients make informed decisions in order achieve their investment goals.