Investment Services Associate

As an Investment Services Associate at Seaport Global, your primary responsibilities include client reporting, both monthly and quarterly, asset and internal client portfolio reporting, and overseeing Accounts Payable and Receivable processes. You'll also play a key role in preparing corporate financial statements, managing the firm’s investment consultant database, and supporting client onboarding. Additionally, monitoring client cash flow activities and facilitating requests ensures that client needs are always prioritized.

To qualify for the Investment Services Associate position at Seaport Global, candidates should possess 1-5 years of experience in the investment management industry, particularly in operations, finance, or client service. A Bachelor's degree, preferably in Accounting or Finance, is required. Candidates must also exhibit strong organizational and communication skills, a keen attention to detail, and the ability to thrive in a fast-paced work environment.

Previous experience in the investment management industry, operations, or client service can significantly benefit candidates applying for the Investment Services Associate role at Seaport Global. It equips them with the necessary skills to handle client interactions efficiently, manage financial reporting, and navigate complex situations with ease, ultimately enhancing their contributions to the team.

Investment Services Associates at Seaport Global typically work with a range of financial tools and software. Familiarity with eVestment Omni and other institutional consultant databases, alongside Bloomberg and FactSet, is crucial. Additionally, proficiency in Microsoft Excel, Word, and PowerPoint is essential for communication and reporting tasks within the firm.

At Seaport Global, there are ample opportunities for growth for an Investment Services Associate. By engaging with experienced professionals like the VP of Finance and the Director of Investment Services, associates can enhance their knowledge and skills. The firm encourages ongoing professional development, offering pathways for career advancement within finance and investment operations based on individual performance and aspirations.

In responding to this question, you should highlight specific roles or tasks from your previous positions that align with the responsibilities of the Investment Services Associate. Discuss relevant experience in client reporting, financial analysis, or operational support, and emphasize how these experiences have prepared you to excel in this role at Seaport Global.

When answering this question, share examples of how you effectively manage your time. Discuss particular strategies, such as creating to-do lists, setting deadlines, and leveraging software for organization. Emphasizing your ability to remain organized and focused under pressure will resonate well with interviewers.

To provide a solid answer, explain your meticulous approach to financial reporting, such as cross-checking figures against previous reports, using software tools for calculations, and maintaining clear documentation. Sharing a relevant example of a past experience where your attention to detail prevented a potential error can strengthen your response.

Discuss a specific instance that showcases your conflict resolution skills. Explain how you addressed the challenge by focusing on effective communication, actively listening, and trying to understand their perspective. Highlighting your ability to work well with others despite challenges reflects positively in teamwork scenarios.

In your answer, detail your experience with financial databases. If you’ve used eVestment Omni, describe how you utilized it for reporting or analysis and the insights gained from it. If not, express your willingness to learn and the related tools you have experience with to emphasize your adaptability.

When answering this, express genuine interest in the firm’s values, approach to investment management, and employee ownership structure. Demonstrating your research into Seaport Global and how their mission aligns with your career goals can make a meaningful impression.

Answer this question with a structured approach. Describe your methods for managing stress during urgent scenarios, such as prioritizing tasks, seeking help when necessary, and maintaining thorough communication with your team. Sharing a concrete example of meeting a deadline successfully showcases your resilience and efficiency.

In answering this, highlight the importance of clear, effective communication in facilitating client requests, collaborating with team members, and reporting financial data. Discuss strategies you use, such as confirming understanding, following up with clients, and preparing documents for clarity. This shows your understanding of the position's demand for strong communication.

When answering, express an open mindset regarding feedback. Share examples of how you've applied constructive criticism to improve your performance in the past. Clarifying how this allows you to grow professionally shows maturity and responsiveness to mentorship.

In your response, articulate your aspirations honestly, possibly expressing a desire to advance within investment management. Share how the Investment Services Associate position at Seaport Global aligns with your goals and how you envision your growth contributing to the firm over time.