Financial Services Associate

ASSOCIATE – Financial Services

Overview:
Meyer Capital Management (MCM) is seeking a full-time Financial Services Associate to join our team. If you are eager to learn the intricacies of an investment management and financial planning firm, then we would love to talk with you. MCM trains and develops each Associate in all critical functions, from portfolio administration and investment operations through portfolio management and financial planning. This professional supports the team by producing operations reports, preparing client meeting materials, supporting trade execution, assisting with investment research, and serving as a professional point of contact for clients. The role has a clear path to more complex, higher-impact work as skills are demonstrated.

Why MCM?
Join a team that makes a positive impact in the lives of private clients through the effective management of their personal financial assets. This is both an honor and a responsibility that we take very seriously, and we approach each client with personalized service unique to them. Your support directly helps our team and clients flourish as our business continues to grow. We work hard and support a healthy work/life balance. To that end, MCM provides a competitive total rewards package that includes comprehensive health insurance, profit-sharing/401(k), paid time off, etc.

Below are other benefits of working with us:
• Broad, hands-on training with a clear career path
• Small and supportive team-based environment
• Progressive performance management practices with ongoing feedback and individualized incentive plans
• As a growing company, every role has a valuable impact on high-level, strategic company goals

Key Responsibilities:
• Generate critical operations reports on a daily, weekly, monthly, and quarterly frequency
• Create client meeting materials
• Draft/execute professional client-facing communication via phone, email, and text
• Support accurate trade execution from compliance pre-check through allocation
• Assist with investment research process
• Utilize portfolio management software and Bloomberg Terminal to support operations
• Maintain client relationship management (CRM) database
• Prepare electronic authorizations to initiate account updates
• Initiate client money movement transactions
• Special projects as assigned

Qualifications:
• 4-year bachelor’s degree
• 1–2 years of client-facing or financial service experience (internship/co-op or full time) preferred
• Intermediate to advanced Microsoft Excel skills; proficiency with Word and PowerPoint
• Strong interest in personal finance and the capital markets

Desired Competencies:
• Service-oriented mindset
• Skilled with data-based reasoning
• Curiosity and a desire for broad-based reading and continued learning
• Ability to adapt quickly in a continually changing financial services environment
• Committed to integrity and dedicated to high-quality standards
• Comfortable working collaboratively as well as independently
• Strong interpersonal and time management skills
• Robust written communication skills
• Resilient and unfazed – does not take things personally
• Commitment to MCM’s

Core Competencies:
Communication, Quality, Engagement, Innovation, and Integrity