Compass Capital Management is seeking talented professionals to join our growing firm. As part of our team, you’ll find rewarding challenges, competitive benefits and salary, and something more: a career that unites you in common purpose with fellow employees and clients. Please see below for more information on our open positions.
Founded in 1988, as an independently-owned firm, Compass Capital Management, Inc. provides customized investment services to individuals, foundations/endowments, trusts, and retirement plans. Our objective is to preserve and enhance the real purchasing power of our clients’ wealth over time.
OPPORTUNITY: Client Relations & Operations
The Client Relations & Operations professional will have the opportunity to learn first-hand about wealth management, equity and fixed income investing, and investment operations from one of the largest investment advisors in MN, and to:
- Work in a collaborative environment focusing on client service and supporting the firm’s portfolio managers on maintaining strong client relationships
- Be a member of a team focused on client service, qualitative and quantitative account maintenance and reporting, portfolio metrics and database maintenance, and responding to ad-hoc information requests
- Progress into business development and investment career path
- Participate in continuing education (e.g., CFA)
SUMMARY OF RESPONSIBILITIES
- Provide superior service to clients via verbal and written communication
- Set up and maintain client accounts
- Compile and complete client, custodian, and firm paperwork
- Review and maintain client transactions and activity
- Execute firm tasks such as asset transfers and general support of portfolio and investment strategies
- Distribute client reporting, including quarterly performance metrics and statements, in a timely and accurate manner
- Update and maintain performance metrics for the firm’s Composites and database entry
- Produce investment analytics for Investment Committee meeting materials
- Provide administrative support for portfolio managers including phone call coverage and arranging meetings
- Participate in projects designed to improve customer service, create efficiencies and improve the firm’s operations. For example, projects to streamline trading and financial reports, develop marketing strategy, or create client-facing presentations.
QUALIFICATIONS
- 1-3 years of industry experience
- Intermediate understanding of the financial markets
- Excellent verbal and written communication skills
- Proven attention to detail with eye for accuracy while handling sensitive and confidential information
- Ability to effectively prioritize multiple tasks and work streams, and communicate status to multiple stakeholders
- Ability to work as part of a close-knit team with both peers and supervisors
- Proficient in Microsoft Office products (Excel, Word and Power Point) and Adobe Acrobat
Please contact Kathleen Fritz, Human Resources, at kathleenf@compasscap.com or 612.338.4051 with questions and/or expressions of interest.