Investment Associate - Remote

Overview

The Investment Associate role at Associated Bank involves supporting the portfolio management team in the administration of trust portfolios while ensuring compliance with regulations and enhancing client communication.

In Short

• Assist in daily administration of trust portfolios.
• Monitor account guidelines and restrictions.
• Conduct investment performance reviews and cash management.
• Prepare marketing materials and presentations.
• Coordinate compliance reporting.
• Research and analyze financial markets.
• Maintain records for audits.
• Collaborate with portfolio managers on projects.
• Enter trades on behalf of portfolio managers.
• Provide support to trading desk as needed.

Requirements

• Bachelor's Degree in Accounting, Business, or Finance.
• Less than 2 years of experience in Banking, Investment, or Financial Institutions.
• 2-4 years of experience preferred in the investment field.
• Strong analytical skills.
• Knowledge of compliance regulations.
• Ability to work under guidance of portfolio managers.
• Excellent communication skills.
• Proficiency in financial software.
• Ability to manage multiple tasks efficiently.
• Commitment to diversity and inclusion.

Benefits

• Retirement savings plans including 401(k) and Pension.
• Paid time off for community volunteering.
• Diversity-focused Colleague Resource Groups.
• Competitive salaries with development opportunities.
• Bonus benefits including well-being programs.
• Parental leave and employee stock purchase plan.
• Military benefits.
• Personal banking, loan, investment, and insurance benefits.
• Supportive work environment with growth opportunities.
• Recognition as a top workplace in the Midwest.