Berkshire Bank Boston , MA 02298
Posted 2 months ago
Division: Asset Management
Department: Berkshire Wealth Management
Reports to: Managing Director & Chief Investment Officer - Wealth Management
Status: Exempt/Officer
Grade: 9
Pay range: $52,000 - $87,568
Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location: Albany, NY / Boston, MA / Lenox, MA / Providence, RI / Worcester, MA / Manchester, VT
Purpose/Objective:
The Investment Associate performs a broad range of functions as part of Berkshire Bank Wealth Management's Investment team, including managing investment performance, trading securities, creating reports, supporting the Chief Investment Officer and Portfolio Managers, performing investment and broker due diligence, and conducting regulatory reviews among other functions. Ensures internal and external compliance with applicable policies and regulations.
Key Accountabilities:
Manages investment performance reporting and data analysis processes, including contribution to system conversions.
Perform targeted areas of investment research under the guidance of the Investment Committee.
Support Chief Investment Officer and Portfolio Managers in a broad range of functions, including trading, client account management, and reporting.
Records minutes at Investment Committee Meetings; reports key developments to broader teams and committees.
Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.
Education:
BA, BS or equivalent degree
Progress toward CFA or CFP preferred
Experience:
Demonstrated ability to complete projects and tasks amongst multiple priorities
Priority given to candidates with experience in Investment Management, Financial Planning, Data Analysis, Performance Reporting, or general Financial Services
Skills & Knowledge:
Strong interest in global markets, investing, portfolio construction and performance attribution
Strong interpersonal skills; ability to collaborate and work in a team environment
Excellent writing & communication skills
Detail oriented
Adherence to deadlines
Ability to multi-task; anticipatory & well organized
Strong quantitative and technical skills
Excellent Excel skills
Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
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