Implementation Specialist
Company: MTC Holding Corporation
Location: Shelton
Posted on: January 28, 2023
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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 portfoliosMonitor compliance with investment policies and
client-specific guidelines, including appropriate cash
levelsCommunicate the rationale supporting such trades to
bank/trust clientsAssist with ad hoc client cash needs to fund
distributions and invest contributionsOther duties will be assigned
as necessaryRequirements:A Bachelor's degree in Finance, Economics
or a related field and/or equivalent experienceAt least 2 years
business experience, preferably in the investment industryA working
knowledge of investmentsOutstanding Excel skillsOutstanding oral
and written communication skillsThe ability to work effectively on
multiple tasks simultaneouslyThe 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
EmployerPI201866134
Keywords: MTC Holding Corporation, New England , Implementation Specialist, Other , Shelton, Northeast
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