Investment Associate

Trust Point • Minneapolis, MN

74d • Hybrid

About The Position

Trust Point Inc. is looking to hire a full-time Investment Associate. We are currently seeking a polished and professional candidate to provide full-time support to our Investments Team. As an Investment Associate you will provide support and develop strategies for the Investments and Family Office to include account management/account review, creating investment proposals, providing restructuring recommendations, preparing client and prospect materials, selecting and monitoring approved investment strategies, assisting the trading desk as needed, and coordinating and completing various investment projects.

Requirements

• 4-year bachelor's degree in finance/investment management or related field
• Enrollment in the CFA program preferred
• High skill level with Microsoft Office required
• Familiarity with investment tools/platforms (Bloomberg, Morningstar, BlackDiamond, etc) is a plus

Responsibilities

• Account management/account review
• Creating investment proposals
• Provide restructuring recommendations
• Prepare client and prospect materials
• Select and monitor approved investment strategies
• Assist the trading desk as needed
• Coordinate and complete various investment projects

Benefits

• On-site workout facility
• Pet insurance
• Paid volunteer time
• Identity protection coverage
• Generous 401k and profit-sharing plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees