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Implementation Specialist

Company: MTC Holding Corporation
Location: Shelton
Posted on: January 27, 2023

Job Description:

Description:FCI Advisors, a nationally recognized investment advisory firm, is seeking an Implementation Specialist in its Shelton, Connecticut office. We offer the opportunity to join a fast-growing business unit, a competitive salary, participation in a bonus pool and an outstanding benefits package.The Implementation Specialist will be responsible for reviewing client investment portfolios, and then recommending and implementing trades to ensure that such portfolios are invested in accordance with their guidelines. Specific duties include the following:

  • Portfolio modeling and trade creation associated with the investment of client portfolios
  • Monitor compliance with investment policies and client-specific guidelines, including appropriate cash levels
  • Communicate the rationale supporting such trades to bank/trust clients
  • Assist with ad hoc client cash needs to fund distributions and invest contributions
  • Other duties will be assigned as necessaryRequirements:
    • A Bachelor's degree in Finance, Economics or a related field and/or equivalent experience
    • At least 2 years business experience, preferably in the investment industry
    • A working knowledge of investments
    • Outstanding Excel skills
    • Outstanding oral and written communication skills
    • The ability to work effectively on multiple tasks simultaneously
    • The ability to work in a fast-paced, team-based environmentCompany DescriptionFCI Advisors, is an SEC Registered Investment Advisory Firm founded in 1966. We have provided investment advisory services to a wide variety of institutional and private clients for over 50 years. Our headquarters are located in Overland Park, Kansas with offices in Kansas City, Missouri; Shelton, Connecticut; Reston, Virginia; and Clayton, Missouri.FCI Advisors is an Equal Opportunity EmployerPI201864824

Keywords: MTC Holding Corporation, New England , Implementation Specialist, Other , Shelton, Northeast

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