Senior Investment Management Associate

About the role

We are seeking a Senior Investment Management Associate to join our Investment Management team. This position supports portfolio oversight, investment reporting, and investment operations.

Responsibilities

• Monitoring portfolio allocations, cash positions, and investment activity
• Preparing investment reporting, portfolio analytics, and performance measurements
• Performing portfolio performance reconciliations and identifying reporting discrepancies
• Maintaining and supporting investment management systems
• Collaborating with internal teams to ensure accurate investment information and reporting
• Assisting with liquidity analysis, cash flow reporting, and special investment projects
• Serving as a liaison between the Chief Investment Officer and other departments

Requirements

• A bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
• Experience supporting investment operations, portfolio reporting, investment analytics, wealth management, trust administration, or a related financial services environment
• An understanding of investment products, portfolio management concepts, and performance reporting
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail
• Experience using Microsoft Excel and other business applications to analyze data and produce meaningful reporting
• The ability to quickly learn investment management systems and technology platforms
• Excellent communication and collaboration skills with the ability to work effectively across departments

Qualifications

• Strong analytical and organizational skills
• Natural curiosity and attention to detail
• Ability to balance recurring responsibilities with special projects
• Collaborative and team-oriented approach

Skills

• Microsoft Excel
• Investment management systems
• Collaboration and communication skills

Benefits

At Peak Trust Company, we provide a supportive and collaborative work environment where your contributions are valued. We offer competitive compensation and benefits, including:

• Competitive salary
• Health insurance
• Paid time off
• Professional development opportunities

Pay

Compensation is commensurate with experience.

Schedule

This is a full-time, in-office position.