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Job Category : | Business |
Company Name: | Pma Financial Network |
Position Name: | Institutional Investment Specialist |
Location : | 5298 Kyler Ave NE 2nd FL, Albertville, MN 55301 |
Job Description : | SummaryThe Institutional Investment Specialist supervises the portfolio and cash flow process; and provides client relationship, investment, bond management and cash flow services.Essential FunctionsConsistently demonstrates exceptional internal and external service with clients, along with the core values: Integrity, Commitment and Performance.Models, mentors, and leads colleaguesteams to develop innovative methods and approaches for efficacy.Spearheads exceptional, long lasting client relationships and achieve revenue goals.Steward of compliance, coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports.Assumes Relationship Manager Responsibilities for a specific assigned segment of client base.Provide ongoing relationship servicing with clients to maintain goodwill and gain additional business.Responds promptly to customer inquiries and requests regarding account.Maintains client database regarding authorized signors, account maintenance and agenda.Promotes and cross-sells other establishment products and services as appropriate to customer requirements.Interview client to determine client’s revenue, expenditures, cash flow status, policies and financial objectives.Analyzes client’s financial status, compiles data and develops timely cash flow based on data received from client.Prepares and submits cash flow report to client.Monitors and analyzes cash flow for reporting accuracy and effectiveness.Maintains contact with client to revise existing cash flow plan based on modified needs of client, changes in investment market, etc.Contacts clients regarding maturities, cash flow review and reinvestments.Review and respond to client bid/wire request.Monitors investment purchases and trade processing.Follow-up to investment purchases by sending confirmations, updating cash flow, e-mail investment details, etc.Conduct pre-issuance planning, paperwork and bid request for bond proceed management of bond proceeds.Prepare initial bond proceeds management report, print reports/confirms for client bidder and review with and submit to client.Update, submit and review updated bond proceeds management report with client.Prepare, submit and review monthly reconciliation reports with client.Prepare, submit and review final bond proceeds management binder and opinion with client.Other duties and responsibilities as assigned by management.Education and/or ExperienceBachelor’s degree (B.A.) degree in Finance or Accounting from four-year college or university; one to two years related experience and/or training; or equivalent combination of education and experience.Preferred experience in Investment Management (Broker-Dealer–Advisor) EnvironmentRegulatory Licensures: Series 7 & 66. MA-1 PreferredKnowledge, Skills, and Abilities RequiredInterpersonal: Ability to take initiative and willingness to go the extra mile for our clientsAttention to detail.Ability to prioritize work with many conflicting deadlinesAbility to work well under pressureAbility to collaborate and problem solve with both technology and business team members.Communication: Excellent English communication skills, both written and verbalJob Type: Full-timePay: From $55,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceEmployee assistance programFlexible spending accountHealth insuranceHealth savings accountLife insurancePaid time offVision insurancePhysical Setting:OfficeSchedule:8 hour shiftMonday to FridaySupplemental Pay:Bonus payAbility to commute/relocate:Albertville, MN 55301: Reliably commute or planning to relocate before starting work (Preferred)Education:Bachelor’s (Preferred)Experience:Financial concepts: 1 year (Preferred)Work Location: One location |
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