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Investment Analyst - DSG Advisors

Company: Columbia Association, Inc.
Location: Minneapolis
Posted on: November 26, 2022

Job Description:

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, etc.)
  • 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 You'll Bring
    • Interest and experience with investment analysis, operations and trading
    • Bachelor's Degree
    • One or more years working with an RIA or at a related financial firm
    • Analytically-minded
    • Detail-oriented with the ability to prioritize and organize workflow
    • Motivated: able to work in a fast-paced and hybrid working environment
    • Excellent verbal and written communications
    • Strong computer skills - specifically Microsoft Excel What We Offer
      • Signing bonus
      • Flexible work schedule: either part-time or full-time available
      • 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 future.

Keywords: Columbia Association, Inc., Minneapolis , Investment Analyst - DSG Advisors, Professions , Minneapolis, Minnesota

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