Associate Consultant - Syntrinsic

Описание вакансии

Required Qualities

This position requires a candidate with an entrepreneurial spirit who excels in a highly collaborative and innovative boutique work environment. Candidates with a demonstrated interest in continued personal and professional growth would best fit the firm’s culture. Specifically, a strong candidate demonstrates Syntrinsic’s Core Values below:

• Empower all People
• Serve with Intensity
• Take Initiative
• Innovate
• Prove ourselves dependable

Key Responsibilities

The Associate Consultant would support the firm’s Consulting Group by managing the logistics involved in carrying out the client service model. These responsibilities are varied and include at least the following:

• Maintain accurate client records, documents, and correspondence within CRM and performance reporting systems.
• Execute and monitor trade instructions and coordinate with custodians to ensure proper settlement.
• Process money movements including contributions, withdrawals, and capital calls, ensuring compliance with client authorizations and internal controls.
• Prepare and deliver quarterly performance reports.
• Liaise with custodians, investment managers, and vendors to confirm data accuracy and resolve discrepancies.
• Review and manage subscription and redemption documents for investment managers, ensuring accuracy and timely submission, owning back-end execution.
• Assist with onboarding new clients, including data collection, account set-up, and operational workflow implementation.
• Participate in process improvement initiatives to streamline reporting, data reconciliation, and compliance tracking.
• Support project management efforts related to investment research, client transitions, and technology upgrades.

Required Qualifications

• Must be a Registered Investment Advisor Representative. If not already registered, expected to pass the Series 65 or other qualifying certification in the first 90 days of employment
• Strong quantitative analysis skills in Microsoft Excel; Salesforce experience a plus
• Fluent in Microsoft Office a plus

The anticipated posting timeline for this opportunity is 2/9/2026-3/9/2026.

Salary Range

$77,000—$82,000 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development.  In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

\*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.