Posted 2h ago•Hudson, Ohio
Senior Associate, Investment Support
JuniorOn-site (Hudson)Salary undisclosed
Job Description
Job Title:
Senior Associate, Investment Support
Department:
Client Services & Ops – Investments
Level & Status
P2, Exempt
Position Description:
The Senior Associate, Investment Support, supports the investment team, ensuring the accuracy of investment account holdings and alignment with the organization’s Investment Policy Statement (IPS). Key duties include periodic data clean-ups, investment paperwork review, and gathering data for the external audit. The role provides support for the investment team and account processes through managing inquiries, documenting investment strategies, conducting annual due diligence, and participating in projects to enhance departmental objectives.
Duties & Responsibilities:&
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