Associate Consultant - Syntrinsic

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

IMA Financial Group, Inc. is a recognized leader in the financial services industry, seeking an Associate Consultant to support their Consulting Group. The role involves managing client service logistics, maintaining client records, and assisting with onboarding and performance reporting.

Responsibilities

Maintain accurate client records, documents, and correspondence within CRM and performance reporting systems
Execute and monitor trade instructions and coordinate with custodians to ensure proper settlement
Process money movements including contributions, withdrawals, and capital calls, ensuring compliance with client authorizations and internal controls
Prepare and deliver quarterly performance reports
Liaise with custodians, investment managers, and vendors to confirm data accuracy and resolve discrepancies
Review and manage subscription and redemption documents for investment managers, ensuring accuracy and timely submission, owning back-end execution
Assist with onboarding new clients, including data collection, account set-up, and operational workflow implementation
Participate in process improvement initiatives to streamline reporting, data reconciliation, and compliance tracking
Support project management efforts related to investment research, client transitions, and technology upgrades

Skills

Must be a Registered Investment Advisor Representative. If not already registered, expected to pass the Series 65 or other qualifying certification in the first 90 days of employment
Strong quantitative analysis skills in Microsoft Excel; Salesforce experience a plus
Fluent in Microsoft Office a plus

Benefits

Annual Performance Bonus
Stock Purchase
Medical Plans
Prescription Drugs
Dental
Vision
Family Assistance Program
FSA
HSA
Pre-Tax Parking Plan
401(k)
Life/AD&D
Accident
Critical Illness
Hospital Indemnity
Long Term Care
Short-term Disability
Long-term Disability
Business Travel Accident
Identity Theft
Paid Time Off
Flexible Work Options
Paid Holidays
Sabbatical
Gift Matching
Health Club Reimbursement
Personal and Professional Development

Company Overview

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. It was founded in 1974, and is headquartered in Denver, Colorado, USA, with a workforce of 1001-5000 employees. Its website is http://www.imacorp.com.

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