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Implementation Specialist

$91k-121k (estimate)
Full Time | Investment Management 4 Months Ago

Description

FCI Advisors, a nationally recognized investment advisory firm, is seeking an Implementation Specialist in its Shelton, Connecticut office. 


We offer the opportunity to join a fast-growing business unit, a competitive salary, participation in a bonus pool and an outstanding benefits package.


The Implementation Specialist will be responsible for reviewing client investment portfolios, and then recommending and implementing trades to ensure that such portfolios are invested in accordance with their guidelines. Specific duties include the following:

  • Portfolio modeling and trade creation associated with the investment of client portfolios
  • Monitor compliance with investment policies and client-specific guidelines, including appropriate cash levels
  • Communicate the rationale supporting such trades to bank/trust clients
  • Assist with ad hoc client cash needs to fund distributions and invest contributions
  • Other duties will be assigned as necessary

Requirements

  • A Bachelor's degree in Finance, Economics or a related field and/or equivalent experience
  • At least 2 years business experience, preferably in the investment industry
  • A working knowledge of investments
  • Outstanding Excel skills
  • Outstanding oral and written communication skills
  • The ability to work effectively on multiple tasks simultaneously
  • The ability to work in a fast-paced, team-based environment

Company Description

FCI Advisors, is an SEC Registered Investment Advisory Firm founded in 1966. We have provided investment advisory services to a wide variety of institutional and private clients for over 50 years. Our headquarters are located in Overland Park, Kansas with offices in Kansas City, Missouri; Shelton, Connecticut; Reston, Virginia; and Clayton, Missouri.


FCI Advisors is an Equal Opportunity Employer

HEADQUARTERS

LEAWOOD, KS

SIZE

<25

FOUNDED

1994

CEO

ROBERT HUNTER

REVENUE

<$5M

INDUSTRY

Investment Management

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The job skills required for Implementation Specialist include Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be an Implementation Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Implementation Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Implementation Specialist positions, which can be used as a reference in future career path planning. As an Implementation Specialist, it can be promoted into senior positions as an Implementation Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Implementation Specialist. You can explore the career advancement for an Implementation Specialist below and select your interested title to get hiring information.