Primary responsibilities will include performance analysis reporting and the investment and monitoring of client accounts.
The ideal candidate is highly productive and efficient with strong communication, partnering and problem solving skills. In addition to organizational, multitasking and prioritization skills, the candidate will demonstrate the ability to act upon deadlines. They will also be reliable, maintain a cooperative attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments.
Core Responsibilities Could Include
Education & Experience:
Knowledge and Technical Skills:
Key Competencies:
Highly motivated with the ability to multi-task and work in a fast-paced, deadline driven environment
Exceptional attention to detail and accuracy
Effective time management, prioritization of tasks, and overall organization a must • Strong written and verbal skills, including the ability to prepare materials clearly and effectively for senior level audiences
Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills
Alesco Advisors is your trusted partner for investment management. We specialize in wealth management, OCIO services and retirement plan consulting. We’re committed to serving the diverse investment and financial needs of our valued clients through asset allocation, broad diversification and cost control. In our role as investment advisor, we provide you with independent advice. Through our firm structure and investment approach, we minimize the potential for conflicts of interest. And you can be confident your needs will always be our first priority.
Learn more about us: www.alescoadvisors.com