Investment Implementation Specialist

Ledyard Bank

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-6+ years of experience in portfolio implementation, trading support, or investment operations
  • Strong understanding of investment strategies and portfolio management
  • Proficiency in data analysis and decision-making based on quantitative metrics
  • Experience collaborating with portfolio managers and operations teams
  • Knowledge of investment systems and workflows

Responsibilities

  • Collaborate with portfolio managers to execute investment strategies
  • Oversee the integrity and performance of investment portfolios
  • Enhance and streamline investment systems and workflows
  • Monitor and assess investment outcomes for client portfolios
  • Support trading operations and implementation processes

Benefits

  • Hybrid work opportunity based in Hanover or Concord, NH
  • Collaborative work environment focused on innovation and client service
  • Opportunity to shape and grow a high-performing investment platform
  • Emphasis on fiduciary excellence
  • Access to team resources and support for professional growth
Full Job Description
Investment Implementation Specialist This exciting hybrid opportunity, based in Hanover, NH or Concord, NH, is ideal for an experienced investment professional who thrives on turning strategy into action. As a key member of our Wealth Management team, you will partner with portfolio managers and operations professionals to execute investment decisions, oversee portfolio integrity, enhance investment systems and workflows, and help ensure exceptional outcomes for clients. If you have 4-6+ years of experience in portfolio implementation, trading support, or investment operations, a passion for data-driven decision-making, and a desire to help shape and grow a high-performing investment platform, we invite you to join a collaborative organization where innovation, fiduciary excellence, and client service are at the heart of everything we do.

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