DiMeo Schneider & Associates, L.L.C., a Chicago investment consulting firm overseeing $50 Billion in institutional and high net worth client assets, seeks an experienced and ambitious professional for the position of Institutional Service Associate. The position will primarily support the firm’s institutional investment consultants in the areas of account administration and client servicing. The ideal candidate will have mutual fund/investment securities experience, 401(k) and/or Defined Benefit Plan knowledge and possess strong organizational, communication and writing skills. Candidate will have prior experience supporting multiple individuals in a team environment and demonstrate the ability to multi-task and meet deadlines
List of key requirements/needs in a candidate:
- BA/BS degree required
- Minimum of 2 years working within the financial industry in a client service position
- Proficient using Microsoft Word, Excel and Powerpoint
- Strong writing skills with samples available for review
- Broad knowledge of mutual funds/investment managers and basic account and investment-related administrative procedures
- Ability to handle multiple tasks with varied priorities
- Hard working professional with a desire to work within a large team and collaborative environment
The appropriate individual will find this position to be challenging and rewarding while also providing an environment with significant opportunity for career advancement and professional stimulation. The firm culture promotes an environment that fosters teamwork and associates that are accountable and thoughtfully driven.
Please send your resume via email to email@example.com. Be sure to include Job Reference No. Inst. Service Assoc. 03-16 on the subject line of the email.
About DiMeo Schneider & Associates, L.L.C.
Located in Chicago’s financial district, the firm provides impartial, cost effective investment consulting to plan sponsors, non-profit organizations and private clients. Seasoned professionals make use of leading edge technology to deliver a variety of services including: investment policies, performance evaluation, asset allocation analysis, administrative/trustee search, asset liability analysis, spending policies, manager/fund search, cost/benefit analysis. The firm prides itself on the level of service it provides to each client and a proactive approach. DiMeo Schneider & Associates, L.L.C. is an equal opportunity employer committed to fostering a diverse workforce; women and minority candidates are especially encouraged to apply.