Implementation Specialist

Company: MTC Holding Corporation
Location: Shelton
Posted on: January 28, 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 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