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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.