Related skills
salesforce portfolio management cash flow management regulatory compliance charles river ims📋 Description
- Collaborate with PMs and Traders to implement strategies via Charles River IMS.
- Anticipate portfolio needs and propose adjustments.
- Conduct pre-trade compliance reviews; monitor positions against guidelines.
- Monitor cash levels and manage cash flows to meet client directives.
- Onboard clients and translate guidelines into Charles River IMS rules.
- Provide ad hoc analytics and reporting to support PMs.
🎯 Requirements
- Bachelor's degree with strong academic record.
- 5+ years in investment management.
- Knowledge of investment process and product types.
- Experience reviewing client/regulatory guidelines.
- Excellent organizational and interpersonal skills.
- Willingness to learn.
🎁 Benefits
- Medical, dental and vision insurance.
- Paid time off (PTO) and holidays.
- Profit sharing and 401(k) plan.
- Tuition reimbursement.
- Commuter and holistic wellness benefits.
- Volunteer programs and community involvement.
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