Investment Service Specialist - Long Short (Remote)
Wealth Enhancement Group(2 months ago)
About this role
An Investment Service Specialist – Long/Short supports the operations and servicing of long/short separately managed account (SMA) strategies, partnering with internal stakeholders to ensure seamless implementation and delivery. The role provides operational and service support to advisors and clients and contributes to communications and presentations to drive awareness and adoption of these advanced investment solutions.
Required Skills
- Investment Operations
- Client Service
- SMA Implementation
- Presentation Skills
- Communication
- Microsoft Office
- Salesforce
- Process Improvement
- Portfolio Implementation
- Custodian Coordination
Qualifications
- Bachelor's Degree
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