Investment Representative
WealthsimpleFull Time
Entry Level & New Grad, Junior (1 to 2 years)
Candidates should possess a Bachelor's Degree and 2-4+ years of experience in a related role, with proficiency in the Microsoft Office suite. Preferred qualifications include experience with domestic and foreign equity order creation in an order management system and some understanding of portfolio compliance and UCITS/40 Act fund regulations.
The Portfolio Management Associate will implement investment decisions operationally by working with various teams including Portfolio Accounting, Trading, and Investment. Key responsibilities include acting as a resource to the Investment team, creating foreign and domestic equity trade instructions, providing client service through reporting and communication, ensuring quality control through security setup and valuation review, responding to operational inquiries, and contributing to the Operations team's goals. This role involves implementing investment strategies, creating equity trades, submitting trades for various platforms, researching dispersion reasons, monitoring daily pre-trade compliance, reviewing client portfolio guidelines, coding compliance rules, reviewing restriction lists, and responding to client inquiries and reporting requirements.
Invests in real assets and private markets
Stronghold Investment Management offers a resourceful investing system focused on real assets and private markets, leveraging deep technical expertise and cross-functional collaboration. The company pursues opportunistic investments in energy and natural resources, managing investments through their life cycle using a technology-driven, vertically integrated approach.