Senior Investment Management Associate

Peak Trust Company • Anchorage, AK

2d • Onsite

About The Position

At Peak Trust Company, we believe exceptional client service begins with exceptional people. We are seeking a Senior Investment Management Associate to join our Investment Management team and play a critical role in supporting portfolio oversight, investment reporting, and investment operations. This position is ideal for someone who enjoys working behind the scenes to ensure investment data is accurate, reporting is meaningful, and portfolio management processes run smoothly. You'll work closely with our Chief Investment Officer and collaborate with fiduciary, operations, and investment professionals to support high-quality investment management for our clients.

Requirements

• A bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Experience supporting investment operations, portfolio reporting, investment analytics, wealth management, trust administration, or a related financial services environment.
• An understanding of investment products, portfolio management concepts, and performance reporting.
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Experience using Microsoft Excel and other business applications to analyze data and produce meaningful reporting.
• The ability to quickly learn investment management systems and technology platforms.
• Excellent communication and collaboration skills with the ability to work effectively across departments.

Nice To Haves

• Experience in a trust company, wealth management firm, family office, bank trust department, or registered investment advisor is beneficial
• Professional designations such as CFA or CFP, or progress toward obtaining one, are valued but not required.

Responsibilities

• Monitoring portfolio allocations, cash positions, and investment activity
• Preparing investment reporting, portfolio analytics, and performance measurements
• Performing portfolio performance reconciliations and identifying reporting discrepancies
• Maintaining and supporting investment management systems
• Coordinating portfolio model updates and supporting investment technology initiatives
• Assisting with liquidity analysis, cash flow reporting, and special investment projects
• Supporting investment-related reporting requests from the Chief Investment Officer
• Collaborating internally to ensure accurate investment information and reporting
• Helping improve and document investment management processes as the department continues to grow

Benefits

• Equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
• Compliance with applicable state and local laws governing nondiscrimination in employment.
• Prohibition of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior