Greenspring Advisors
Location
Towson, Maryland – full-time position, on-site
Candidates must be authorized to work in the U.S. and be located within commuting distance of Towson, MD, or be willing to relocate independently.
Purpose
At Greenspring, our Core Purpose is to “help every person live their ideal life,” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to:
- Own your future with defined career paths and tools, coaching, and support to help you create the future you want
- Thrive in a great culture where you’ll be a part of a team of people who are committed to each other’s success
- Make a lasting impact on the lives of our clients through the camaraderie of working for a common goal with your peers
The Investment Associate will work in conjunction with Advisors and Associates to manage and trade client portfolios, maintain investment models and trade-related data within the portfolio management system, support performance reporting, and conduct research for the firm’s Investment Committee. The role supports clients across the firm.
Responsibilities
The responsibilities listed below are intended to describe the general nature and level of work being performed; it is not an exhaustive list of all responsibilities, and additional duties may be assigned.
- Maintain high standards for serving both clients and advisors
- Assign model portfolios, execute trades, and rebalance client portfolios using our portfolio management system, serving as a subject matter expert on the platform and ensuring an efficient and accurate rebalancing process.
- Support the management of centralized portfolios by proactively recommending trades, monitoring accounts, and ensuring portfolios remain aligned with model allocations.
- Produce and oversee the production of the client portal and performance reports
- Reconcile, enter, download, and update data in rebalancing, account aggregation, and portfolio management software systems
- Ensure compliance with internal policies and best practices across all trading and portfolio management activities
- Applies investment knowledge to analyze portfolios, contribute to investment research efforts, and draft watchlist notes
- Serve as a back-up for other investment team workload (performance reporting, billing, account onboarding, etc.)
Specific Measures of Success
- Highly responsive to requests and resolves open tasks accurately and efficiently
- Anticipates client needs and proactively eliminates obstacles before they become issues
- Demonstrates efficiency in working with multiple advisors across multiple sites by leveraging firm resources and tools
- High degree of pride in the accuracy and quality of your work product
- Client portfolios are in balance and properly assigned and managed to their model allocation
- Provides accurate trade recommendations and is on the path to independently trading client accounts in accordance with client investment objectives
- Ensure that the firm does not incur trade errors
Industry/Business Experience
Minimum 3 years in trading, portfolio management/operations, or a related investment operations role within the financial services industry.
Education
College degree in Finance, Investments, or Business, or comparable experience.
Skills and Knowledge
- Always focused on client needs and customer service
- Detail-oriented and methodical
- Demonstrated problem-solving abilities
- Follows up and follows through
- Exceptional organizational skills with a proven ability to multitask and manage multiple projects
- A team player with good interpersonal skills and the ability to work collaboratively across departments
- Excellent oral and written communication skills
- Ability to excel in a fast-paced, changing environment
- A self-starter who is assertive, proactive, independent, flexible, and accommodating
- Strong interest and understanding of investments and portfolio management
- Expert in Microsoft Excel and other Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Tamarac, Salesforce, and YCharts is a major plus.
Requirements/Additional Information
- Starting base salary range: $70,000-$100,000, with the opportunity to earn a discretionary annual bonus up to 10% of earnings.
- Within 2-3 years, the Investment Associate will be encouraged to obtain an advanced investment designation and/or certification.
- This individual will report to the Director of Investments.
- The first 90 days will include an extensive onboarding/training program.
- After the first 90 days and with the manager’s approval, the candidate may be eligible to work from home for a specified number of days per month.
Firm Profile
Greenspring is consistently ranked as one of the country’s leading independent advisory firms. We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We offer a competitive compensation package including:
- Medical, Dental, and Vision Insurance Offered
- Health Savings Accounts and Flexible Spending Accounts
- 401(k) Plan with employer match and discretionary profit-sharing contributions
- Paid Time Off + Volunteer PTO
- GREEN Units (phantom equity ownership in the firm after two years)
- Sabbatical after 7 years of service
- Paid Short-Term and Long-Term Disability Insurance
- Paid Group Life Insurance
- Employee Assistance Program
- Free financial planning and investment advice
- Annual professional development stipend for continuing education, courses, conference attendance, etc.
- Cellphone reimbursements
- Matching Charitable Gifts Program
- Paid parking in our adjoining garage
Benefits found in job post
Vision insurance, Disability insurance, 401(k), Medical insurance, Dental insurance, Paid maternity leave, Paid paternity leave
Requirements added by the job poster
• Bachelor’s Degree
• Commute to this job’s location
• 3+ years of Financial Services experience
• Authorized to work in the United States
• 3+ years of experience in Finance
