Investment Analyst - DSG Advisors
Company: Columbia Association, Inc.
Posted on: November 26, 2022
Friday, October 21, 2022 Your Future Team
DSG Advisors is a rapidly growing wealth management practice in the
Twin Cities, MN. A commitment to supporting clients' financial
well-being and deeply-rooted trust is the foundation of the firm.
Our team combines diverse skillsets - including investments, legal,
tax, and business strategy. When we offer advice, it takes each of
these perspectives into consideration.
What You'll Do
DSG Advisors is looking for an Investment Analyst to provide
fundamental support in all phases of investment operational
support, performance measurement, trading and account maintenance
for our advisor team. Specific emphasis is being placed on
candidates with RIA operations and investment analysis experience.
You will report to the Chief Investment Officer. We are offering a
signing bonus to the right candidate.
- Oversee investment operations for the team including monitoring
account allocations, reporting, reconciling daily trading activity
and reviewing account performance reporting.
- Perform money movement for accounts (ACH, wire transfer,
- Communicate with the investment team and the client service
team to provide a high level of service for clients
- Review and update current investment operations processes What
- Interest and experience with investment analysis, operations
- Bachelor's Degree
- One or more years working with an RIA or at a related financial
- Detail-oriented with the ability to prioritize and organize
- Motivated: able to work in a fast-paced and hybrid working
- Excellent verbal and written communications
- Strong computer skills - specifically Microsoft Excel What We
- Signing bonus
- Flexible work schedule: either part-time or full-time
- Coverage on the first day of employment for medical, dental,
and vision insurance
- 401k Matching Plan
- Student Loan Assistance
- Pet Insurance
- Flexible Benefits (FSA, Pre-tax transportation, HSA Employer
Contributions) Founded in 2008, Hightower is a wealth management
firm that provides investment, financial and retirement planning
services to individuals, foundations and family offices, and 401(k)
consulting and cash management services to corporations.
Hightower's capital solutions, operational support services, size
and scale empower its vibrant community of independent-minded
wealth advisors to grow their businesses and help their clients
achieve their vision of "well-th. rebalanced." Based in Chicago
with advisors across the U.S., we operate as a registered
investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity
employer and does not discriminate based on race, color, religion,
sex, sexual orientation, pregnancy, marital status, national
origin, citizenship, veteran status, ancestry, age (over 40),
physical or mental disability, medical condition (cancer-related),
gender identity or expression, genetic information including sickle
cell or hemoglobin C trait, or any other consideration made
unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or have other
unrestricted U.S. work authorization and will not require
sponsorship for U.S. work authorization now or anytime in the
Keywords: Columbia Association, Inc., Minneapolis , Investment Analyst - DSG Advisors, Professions , Minneapolis, Minnesota
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