Investment Associate II

The incumbent will be a member of the Central Trading Group and will conduct regular review, monitoring and trading of client portfolios; contribute to the portfolio management process; participate in monthly reviews of client accounts to ensure compliance with investment objectives and models; and coordinate and communicate with Relationship Managers, Wealth Advisors and Client Portfolio Managers to ensure the proper management of client portfolios. Other responsibilities include generalist support activities to ensure the effective and efficient management of the Wealth Management Division’s investment operations. Supports investment team by performing variety of research and operational functions to enhance team productivity, research output, data analytics and client service.