Portfolio Implementation Specialist

Description FCI Advisors, a nationally recognized investment advisory firm, is seeking a Portfolio Implementation Specialist in its Shelton, Connecticut office. We offer the opportunity to join a fast-growing business unit, a competitive salary, participation in a bonus pool and an outstanding benefits package. Job Description The Portfolio Implementation Specialist will be responsible for reviewing client investment portfolios, and then recommending and implementing trades to ensure that such portfolios are invested in accordance with their guidelines. Specific duties include the following: Portfolio modeling and trade creation associated with the investment of client portfolios Monitor compliance with investment policies and client-specific guidelines, including appropriate cash levels Communicate the rationale supporting such trades to bank/trust clients Assist with ad hoc client cash needs to fund distributions and invest contributions Other duties will be assigned as necessary Company Description FCI Advisors is an SEC Registered Investment Advisory Firm founded in 1966. We have provided investment advisory services to a wide variety of institutional and private clients for over 50 years. Our headquarters are located in Overland Park, Kansas with additional offices across the country. FCI Advisors is an Equal Opportunity Employer. Requirements Desired Skills and Experience To be considered for this opportunity, a candidate must have: A Bachelor's degree in Finance, Economics or a related field and/or equivalent experience Minimum: 3 - 5 years of relevant investment experience Preferred: At least 5 + years of relevant investment experience in financial services A strong working knowledge of investments Outstanding Excel skills Outstanding oral and written communication skills The ability to work effectively on multiple tasks simultaneously The ability to work in a fast-paced, team-based environment Series 65 License #J-18808-Ljbffr

Created: 2025-02-01