Careers
Welcome to Alesco, where our commitment to excellence goes beyond serving our clients; it extends to nurturing an exceptional workplace for our team members. At Alesco, we take pride in cultivating a work environment that prioritizes both professional advancement and personal well-being.
We are passionate about our culture.
Our foundation is built upon core principles of service, integrity, and value. These principles not only guide our interactions with clients but also shape the culture within our team. We believe in fostering a healthy work-life balance, understanding that productivity flourishes when individuals are supported both personally and professionally. Our standard working hours from 8am to 5pm reflect this commitment, allowing our team members to thrive in their roles while maintaining time for personal pursuits and family.
The tenure of our staff speaks volumes about the rewarding experiences they find at Alesco. Many of our team members have chosen to build their careers with us, a testament to the fulfilling and supportive environment we provide. We believe in investing in our employees, providing opportunities for growth, and recognizing their contributions.
What truly sets Alesco apart is our incredible team. Every day, we collaborate with talented individuals who bring diverse perspectives and expertise to the table. Together, we foster a culture of support, encouragement, and collaboration, where everyone has the opportunity to excel and contribute to our collective success.
Our Benefits
Health Insurance Plan Options & Health Savings Account
Dental and Vision Insurance
401(k) Plan
Vacations and Holidays
Group Term Life Insurance & Group Long and Short Term Disability
And More!
Join us at Alesco, where we celebrate achievements, whether they're measured in investment milestones or the lasting relationships we forge within our Alesco family. Experience the difference of being part of a team that values your growth, well-being, and contributions every step of the way.
Open Roles
Portfolio Management Associate
Position Overview
Primary responsibilities will include the investment and monitoring of client accounts.
The ideal candidate is process-oriented, attentive to details, and able to act upon deadlines. They will also demonstrate 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 portfolio manager instructions
- 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
- Assisting in investment research projects, including investment fund due diligence as well as 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. Please include GPA in resume.
- 3+ years of experience in the investment 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
- Understanding of investment concepts and taxation
Key Competencies:
- Desire to have a career in the investment advisory industry
- Responsiveness to feedback and effective time management, prioritization of tasks, and overall organization
- 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
We are always looking for motivated individuals for our Business Development Team. Interested applicants should forward cover letter and résumé to sburke@alescoadvisors.com.