Investment Support Analyst I

Citizens•Johnston, RI

1d•$33 - $36•Hybrid

About The Position

The Investment Support Analyst at Citizens Wealth Management supports Wealth Advisors by assisting in constructing and maintaining client investment portfolios, ensuring expert knowledge of investment products and platforms, and facilitating optimal portfolio construction to drive client success and asset growth. This role is at the crossroads of the construction and delivery of investment and portfolio solutions within a goals and planning-based wealth management business. As a member of the Investment Strategy and Solutions team under the Office of the CIO, the ISA’s primary role is to support the Investment Product Specialists in their role partnering with Wealth Advisors with all functions related to the construction of managed money solutions for their client portfolios. The ISA coordinates planning and WA case referrals for existing and prospective clients, as well as supporting the maintenance of existing client investment portfolios. The ISA is responsible for maintaining an expert level of knowledge of CWM’s suite of investment products and strategies and the investment platforms that we utilize to implement these investment solutions for clients. In CWM’s efforts to attain consistent outcomes in client portfolio performance, the ISA works with the IPS team to ensure optimal portfolio construction and/or asset allocation by WAs looking to operate more independently with their clients. The IPS and ISA team are product-focused specialists providing WA support across sales regions. While the team members are assigned specific WA regions, they will be expected to assist WAs from any region to ensure real-time access to CWM’s investment product and solution resources. The ISM coordinates the referral workflow of the ISAs on the team and works with the ISA team to maintain the delivery times on that workflow.

Requirements

Broad product knowledge across equity and fixed income markets preferred.
Strong interest in markets and best practices in portfolio construction.
Interest in working to improve systems and processes to enhance the efficiency and effectiveness of the business.
Comfort working with teams of wealth management advisors to foster best practices in wealth management.

Nice To Haves

FINRA Licenses preferred but not required (S6, S7 ,S63, S65), with opportunity to be sponsored for those licenses upon joining

Responsibilities

Assist in constructing and maintaining client investment portfolios.
Ensure expert knowledge of investment products and platforms.
Facilitate optimal portfolio construction to drive client success and asset growth.
Support Investment Product Specialists in partnering with Wealth Advisors.
Coordinate planning and WA case referrals for existing and prospective clients.
Support the maintenance of existing client investment portfolios.
Maintain an expert level of knowledge of CWM’s suite of investment products and strategies and the investment platforms.
Ensure optimal portfolio construction and/or asset allocation.
Assist WAs from any region to ensure real-time access to CWM’s investment product and solution resources.