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Investments Program Officer
A company is looking for an Investments Program Officer. Key Responsibilities Administer and oversee the Advisor Managed Fund (AMF) Program, ensuring compliance and performance monitoring Manage Clearwater Analytics for data aggregation and performance reporting, including account setups and monitoring policy exceptions Coordinate with finance and accounting teams for accurate AMF account reconciliation and assist in preparing Investment Committee materials Required Qualifications BS in Finance, Economics, or related fields; CFA or MBA preferred 7+ years of experience in investment management and advisory services Experience with wealth management and/or institutional portfolios Familiarity with nonprofit governance and investment committees Experience with investment management software; proficiency in Microsoft Office, especially Excel
A company is looking for an Investments Program Officer.
Key Responsibilities
Administer and oversee the Advisor Managed Fund (AMF) Program, ensuring compliance and performance monitoring
Manage Clearwater Analytics for data aggregation and performance reporting, including account setups and monitoring policy exceptions
Coordinate with finance and accounting teams for accurate AMF account reconciliation and assist in preparing Investment Committee materials
Required Qualifications
BS in Finance, Economics, or related fields; CFA or MBA preferred
7+ years of experience in investment management and advisory services
Experience with wealth management and/or institutional portfolios
Familiarity with nonprofit governance and investment committees
Experience with investment management software; proficiency in Microsoft Office, especially Excel