Relocation assistance is not available for this position. Candidates must be authorized to work in the U.S. and be located within commuting distance of Towson, Maryland or willing to relocate independently.
At Greenspring, our Core Purpose is “to help every person live their ideal life” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to:
- Own Your Future with defined career paths and tools, coaching and support to help you create the future you want.
- Be Part of a Great Culture where you’ll be a part of a team of people who are committed to each other’s success
- Make a Lasting Impact on the lives of our clients and through the camaraderie of working for a common goal with your peers
The Investment Associate will work in conjunction with Advisors and Associates to manage/trade client portfolios, perform research on behalf of the Investment Committee analyze client and prospect portfolios, and develop internal investment content. The candidate will be servicing all clients of the firm.
- Maintain high standards for serving both clients and advisors.
- Monitor centralized portfolios and recommend trades when needed to maintain alignment with target allocations, cash needs, or rebalancing thresholds.
- Execute trades, assign model portfolios, and manage rebalancing activity using our portfolio management system Tamarac .
- Analyze portfolios, contribute to investment research efforts, and draft notes related to fund reviews and the firm’s watchlist.
- Act as a subject matter expert on our portfolio management system Tamarac, helping to ensure efficient and accurate portfolio management while supporting advisor and client needs.
- Contribute to trade-related projects aimed at improving trading and rebalancing workflows, including automation initiatives and process enhancements.
- Participate in the firm’s Investment Committee.
- Reconcile, update, and maintain data across rebalancing, aggregation, and portfolio management systems.
- Ensure compliance with internal policies and best practices across all trading and portfolio management activities.
- Provide backup support for broader investment team functions, including performance reporting, billing, and account onboarding.
- Quickly responds to requests and resolves open tasks
- Proactively eliminates obstacles before they become issues
- Demonstrates efficiency in working with multiple advisors across multiple sites by leveraging firm resources and tools
- High degree of pride in the accuracy and quality of your work product
- Client portfolios are in balance and properly assigned and managed to their model allocation
- Provides accurate trade recommendations and is on the path to independently trading client accounts in accordance with client investment objectives
- Ensure that the firm does not incur trade errors
Job Requirements
At least 4 years of experience in trading, portfolio management/operations, or a related investment operations role within the financial services industry.
College degree in Finance, Investments, or Business, or comparable experience.
- Always focused on client needs and customer service
- Detail-oriented and methodical
- Demonstrated problem-solving abilities
- Follows up and follows through
- Exceptional organizational skills with a proven ability to multi-task and manage multiple projects
- A team player with good interpersonal skills and the ability to work collaboratively across departments
- Excellent oral and written communication skills
- Ability to excel in a fast-paced, changing environment
- A self-starter who is assertive, proactive, independent, flexible and accommodating
- Strong interest and understanding of investments and portfolio management
- Expert in Microsoft Excel and other Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Tamarac, Salesforce, YCharts, Morningstar is a major plus.
Additional Information
- Starting base salary range: $60,000-$100,000, with the opportunity to earn a discretionary annual bonus of up to 10% of earnings.
- Within 2-3 years, the Investment Associate will be encouraged to obtain an advanced investment designation.
- This individual will report to the Director of Investments.
- The first 90 days will include an extensive onboarding/training program.
- After the first 90 days, and with manager approval, the candidate will be eligible for a hybrid work arrangement— allowing a specified number of remote workdays per month in accordance with the firm’s hybrid work policy.
careers@greenspringadvisors.com.
Firm Profile
- Health, Dental and Vision Insurance Offered
- Health Savings Accounts
- 401(k) Plan with employer match and discretionary profit-sharing contributions
- GREEN Units (equity ownership in the firm after two years)
- Paid Time Off + Volunteer PTO
- Paid Short-Term and Long-Term Disability Insurance
- Paid Group Life Insurance
- Free financial planning and investment advice
- Annual professional development stipend for continuing education, courses, conference attendance, etc.
- Cellphone reimbursements
- Matching Gifts Program
- Stand-up desks, dual computer monitors, monthly social events, and volunteer hours
- Paid parking in our adjoining garage
Greenspring is an Equal Opportunity Employer. It is the policy of the Company to provide equal opportunity for all employees and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. This policy also prohibits employees from harassing any other employees for any reason including, but not limited to, race, religion, sex, national origin, age, or disabled status.