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
