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Institutional Investment Specialist

PMA Financial Network

PMA Financial Network

Lancaster, PA, USA
Posted on Saturday, June 22, 2024

Summary

The Institutional Investment Specialist serves as the primary investment relationship with clients. The relationship with clients is maintained through the delivery of PMA services including cash flow, bond proceeds management, and execution of investment products.

Essential Functions

Consistently demonstrates exceptional internal and external service with clients, along with the core values: Integrity, Commitment and Performance.

Provide ongoing relationship servicing with clients to maintain goodwill and gain additional business.

Responds promptly to customer inquiries and requests regarding account.

Maintains client database regarding authorized signors, account maintenance and agenda.

Promotes and cross-sells other establishment products and services as appropriate to customer requirements.

Analyzes client’s financial status, compiles data and develops timely and accurate cash flow based on data received from client.

Prepares and submits cash flow report to client.

Contacts clients regarding maturities, cash flow review and reinvestments.

Monitor investment purchases and trade processing.

Conduct pre-issuance planning, paperwork and bid request for bond proceed management of bond proceeds.

Prepare initial bond proceeds management report, print reports/confirms for client bidder and review with and submit to client.

Update, submit and review updated bond proceeds management report with client.

Prepare, submit, and review monthly reconciliation reports with client.

Prepare, submit, and review final bond proceeds management binder and opinion with client.

Other duties and responsibilities as assigned by management.

Education and/or Experience

Bachelor’s degree (B.S.) degree from four-year college or university in accounting or finance

Strong knowledge and proficiency of MS Office products including Excel, Outlook, Word, and PowerPoint.

Licenses, Registrations and Certifications

Regulatory Licensures: Willing to obtain the Series 7, 63 & 50 within the first twelve months of employment.

Knowledge, Skills, and Abilities Required

Interpersonal:

Ability to take initiative and willingness to go the extra mile for our clients

Attention to detail.

Ability to prioritize work with many conflicting deadlines

Ability to work well under pressure

Ability to collaborate and problem solve with both technology and business team members.

Communication:

Excellent English communication skills, both written and verbal