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CAREERS

At Alesco, employee experience is just as important as client experience. We believe our core values of service, integrity, and value extend to our own people through a work environment based on professional growth, expertise, work-life balance, and a family atmosphere. Together we celebrate and recognize the investment successes of our clients.

All employees at Alesco are offered a wide range of benefits including medical, retirement, paid time off, and more.

Open positions are listed below. Interested applicants should forward cover letter and résumé to sburke@alescoadvisors.com.

 

Location: Rochester, NY

Firm Overview

Alesco Advisors LLC is an independent, employee-owned, SEC-registered investment advisor (RIA). Alesco’s emphasis on SERVICE, INTEGRITY, and VALUE guides our client-first ethos. We strive to provide superior investment advice and to add value through our service, our focus on net results, and our commitment to provide an independent perspective of the marketplace. We work with institutional and individual clients, including foundations and endowments, defined benefit and defined contribution retirement plans, corporate taxable accounts, trusts, IRAs, and individual taxable accounts.

Position Overview

Primary responsibilities will include the investment and monitoring of client accounts, analysis on economic and capital markets data, and investment fund research.

The ideal candidate is highly productive, process-oriented, and attentive to details. The role will require multitasking and the candidate will demonstrate the ability to act upon deadlines. They will also be reliable, maintain a team-oriented attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments. The candidate will share a desire to provide outstanding service to clients, which will be accomplished in this role through contributions to the firm’s investment research efforts and the effective implementation of the firm’s investment strategy.

Core Responsibilities

  • Determining appropriate trades for client portfolios according to client investment objectives, firm investment strategy, and current portfolio valuations
  • Ongoing monitoring of client portfolios to ensure compliance with each client’s stated investment objectives
  • Leading asset class-based investment research projects
  • Conducting due diligence on investments, often focused on indexed or systematic strategies
  • Producing client-ready analysis and reports on economic and capital markets topics
  • Working in a team environment and providing consultation to advisors and senior investment professionals in formulating appropriate responses to client requests
  • Other duties may also be assigned

 

Qualifications

Education & Experience:

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or Statistics preferred
  • 7+ years of experience in the investment advisory industry preferred
  • Series 65 license or attainment upon employment is required
  • CFA Charterholder or progress towards designation

Knowledge and Technical Skills:

  • Proficiency in business applications, such as Microsoft Office suite, specifically with respect to financial, statistical, and reference functions

Key Competencies:

  • Desire to have a career in the investment advisory industry
  • Highly motivated with exceptional attention to detail and accuracy
  • Effective time management, prioritization of tasks, and overall organization a must
  • Strong written and verbal skills, including the ability to prepare materials clearly and effectively for senior level audiences
  • Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills

 

Location: Buffalo, NY

Firm Overview
Alesco Advisors LLC is an independent, employee-owned, SEC-registered investment advisor (RIA). Alesco’s emphasis on SERVICE, INTEGRITY, and VALUE guides our client-first ethos. We strive to provide superior investment advice and to add value through our service, our focus on net results, and our commitment to provide an independent perspective of the marketplace. We work with institutional and individual clients, including foundations and endowments, defined benefit and defined contribution retirement plans, corporate taxable accounts, trusts, IRAs, and individual taxable accounts.

Position Overview
Alesco is seeking a Client Advisor to lead the firm’s outreach efforts in and around the Buffalo, NY MSA. Reporting to the firm’s Chief Growth Officer, the Client Advisor will provide service to certain Alesco clients, and will actively develop a strong pipeline of new business opportunities for the firm.

Essential Job Duties and Responsibilities:

  • Develop a robust pipeline of new business opportunities via direct outreach and prospecting within the institutional, high net worth, and qualified plan realms
  • Deliver class-defining service to current Alesco clients, offering education and regular portfolio reviews, while demonstrating the highest ethical standards and embracing of the firm’s fiduciary responsibility
  • Identify and help to develop strategic relationships with partners and centers of influence
  • Work collaboratively with clients and prospects to define investment needs, offering appropriate solutions to match clients’ risk tolerance and objectives
  • Work with sales and marketing teams to implement macro and micro business development initiatives
  • Work closely with Investment organization to deploy appropriate investment strategies for clients
  • Collaborate with Performance organization to represent accurate performance to clients and prospects in a digestible manner
  • Assist in writing marketing communications and other firm-level communications to clients and prospects

Skills/Qualifications:

  • Client-first, service-orientation
  • A proven record of developing business within a financial services organization
  • Series 65, or ability to obtain within six months of hire
  • A collaborative team player, able to work with and through others
  • Excellent verbal, written, and listening skills
  • A high level of motivation and autonomy

 

Interested applicants should forward cover letter and resume to sburke@alescoadvisors.com.

Alesco Advisors LLC is an Equal Opportunity Employer

 

 

Location: Rochester, NY

Firm Overview

Alesco Advisors LLC is an independent, employee-owned, SEC-registered investment advisor (RIA). Alesco’s emphasis on SERVICE, INTEGRITY, and VALUE guides our client-first ethos. We strive to provide superior investment advice and to add value through our service, our focus on net results, and our commitment to provide an independent perspective of the marketplace. We work with institutional and individual clients, including foundations and endowments, defined benefit and defined contribution retirement plans, corporate taxable accounts, trusts, IRAs, and individual taxable accounts.

Position Overview

Primarily responsible for conducting performance analysis across multiple high-net worth and institutional client portfolios, as well as creating performance reports for internal and external distribution.

The ideal candidate is highly productive and efficient with strong communication, partnering and problem-solving skills. In addition to organizational, multitasking and prioritization skills, the candidate will demonstrate the ability to act upon deadlines. They will also be reliable, maintain a cooperative attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments.

Core Responsibilities Include

  • Maintain ownership and knowledge of a portfolio of both high net-worth and intuitional clients for delivering monthly, quarterly and ad-hoc reports which may include executive summaries, board reports, and presentations in an accurate and timely manner
  • Analyze and interpret performance returns and associated market benchmarks
  • Work in a team environment and provide consultation to principals and senior investment professionals in formulating appropriate responses to client requests
  • Apply investment knowledge and sound judgment to select appropriate benchmarks and peer universe comparisons
  • Work with operations and investment staff to continuously evaluate and improve processes and systems that support performance reporting and investment operations
  • Other duties may also be assigned

Qualifications

Education & Experience:

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or Statistics preferred
  • 1-3 years of experience in the financial services industry preferred

Knowledge and Technical Skills:

  • Proficiency in business applications, such as Microsoft Office suite, specifically with respect to financial, statistical, and reference functions
  • Knowledge of performance attribution and characteristics including benchmarks and composition
  • Knowledge of the Global Investment Performance Standards (GIPS) preferred
  • Experience in the use of third-party tools such as Bloomberg, Orion Advisor Solutions, Morningstar Direct, Redtail CRM and Assette is a plus 

Key Competencies:

  • Highly motivated with the ability to multi-task and work in a fast-paced, deadline driven environment
  • Exceptional attention to detail and accuracy
  • Effective in time management, prioritization of tasks, and overall organization
  • Strong written and verbal skills, including the ability to prepare and interpret materials clearly and effectively for senior and executive level audiences
  • Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills

 

Location: Rochester, NY

Firm Overview

Alesco Advisors LLC is an independent, employee-owned, SEC-registered investment advisor (RIA). Alesco’s emphasis on SERVICE, INTEGRITY, and VALUE guides our client-first ethos. We strive to provide superior investment advice and to add value through our service, our focus on net results, and our commitment to provide an independent perspective of the marketplace. We work with institutional and individual clients, including foundations and endowments, defined benefit and defined contribution retirement plans, corporate taxable accounts, trusts, IRAs, and individual taxable accounts.

Position Overview

Primary responsibilities will include the investment and monitoring of client accounts.

The ideal candidate is highly productive, process-oriented, and attentive to details. The role will require multitasking and the candidate will demonstrate the ability to act upon deadlines. They will also be reliable, maintain a team-oriented attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments. The candidate will share a desire to provide outstanding service to clients, which will be accomplished in this role through the effective implementation of the firm’s investment strategy.

Core Responsibilities

  • Determining appropriate trades for client portfolios according to client investment objectives, firm investment strategy, and current portfolio valuations
  • Ongoing monitoring of client portfolios to ensure compliance with each client’s stated investment objectives
  • Executing trades with third party brokers
  • Facilitating post-trade allocation and processing support with brokers and custodians
  • Producing reports on account positioning for portfolio managers or other departments
  • Assisting in investment research projects, including economic and capital markets topics
  • Working in a team environment and providing consultation to advisors and senior investment professionals in formulating appropriate responses to client requests
  • Other duties may also be assigned 

Qualifications

Education & Experience:

  • Bachelor’s degree in Finance, Accounting, Economics, Business, or Statistics preferred
  • 3+ years of experience in the financial services industry preferred
  • Series 65 license or attainment upon employment is required
  • Willingness to obtain the Chartered Financial Analyst (CFA) designation

Knowledge and Technical Skills:

  • Proficiency in business applications, such as Microsoft Office suite, specifically with respect to financial, statistical, and reference functions

Key Competencies:

  • Desire to have a career in the investment advisory industry
  • Highly motivated with exceptional attention to detail and accuracy
  • Effective time management, prioritization of tasks, and overall organization a must
  • Strong written and verbal skills, including the ability to prepare materials clearly and effectively for senior level audiences
  • Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills

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