Associate Consultant - Syntrinsic
IMA Financial Group, Inc. is a recognized leader in the consulting industry, committed to fostering an innovative and collaborative environment. The Associate Consultant will support the Consulting Group by managing client service logistics, maintaining accurate records, processing transactions, and enhancing operational workflows.
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
- Well-Being Stipend
- Personal and Professional Development
Company Overview