Senior Investment Management Associate

Senior Investment Management Associate

Join Our Team At Peak Trust Company, we believe exceptional client service begins with exceptional people. We are seeking a Senior Investment Management Associate to join our Investment Management team and play a critical role in supporting portfolio oversight, investment reporting, and investment operations. This position is ideal for someone who enjoys working behind the scenes to ensure investment data is accurate, reporting is meaningful, and portfolio management processes run smoothly. You'll work closely with our Chief Investment Officer and collaborate with fiduciary, operations, and investment professionals to support high-quality investment management for our clients.

What You'll Do As a Senior Investment Management Associate, you'll support the day-to-day operations of the Investment Management department by:

• Monitoring portfolio allocations, cash positions, and investment activity
• Preparing investment reporting, portfolio analytics, and performance measurements
• Performing portfolio performance reconciliations and identifying reporting discrepancies
• Maintaining and supporting investment management systems
• Coordinating portfolio model updates and supporting investment technology initiatives
• Assisting with liquidity analysis, cash flow reporting, and special investment projects
• Supporting investment-related reporting requests from the Chief Investment Officer
• Collaborating internally to ensure accurate investment information and reporting
• Helping improve and document investment management processes as the department continues to grow

What We're Looking For The ideal candidate has a strong analytical mindset, enjoys working with data, and takes pride in producing accurate, high-quality work. They are organized, naturally curious, and comfortable balancing recurring responsibilities with special projects in a collaborative team environment. Qualified candidates will typically have:

• A bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Experience supporting investment operations, portfolio reporting, investment analytics, wealth management, trust administration, or a related financial services environment.
• An understanding of investment products, portfolio management concepts, and performance reporting.
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Experience using Microsoft Excel and other business applications to analyze data and produce meaningful reporting.
• The ability to quickly learn investment management systems and technology platforms.
• Excellent communication and collaboration skills with the ability to work effectively across departments.

Experience in a trust company, wealth management firm, family office, bank trust department, or registered investment advisor is beneficial, and professional designations such as CFA or CFP, or progress toward obtaining one, are valued but not required.

What Success Looks Like Successful candidates will:

• Produce accurate, timely investment reporting and portfolio analytics.
• Maintain high standards of data integrity across investment systems.
• Identify and resolve reporting discrepancies with sound judgment and attention to detail.
• Effectively manage recurring reporting cycles and competing priorities.
• Build collaborative relationships across departments while supporting the Investment Management team.

Why Join Peak? At Peak Trust Company, relationships are at the heart of everything we do, with our clients, our partners, and our team. You'll join a collaborative, driven organization that values consistency, professionalism, and doing things the right way. We look for individuals who take pride in reliable, high-quality work and thoughtful engagement with their team.

EEO Statement: Peak 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, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employment at Peak Trust Company is at-will.