Abacus Wealth Partners

Compensation

Full Description

Job Function The Investment Specialist job is primarily focused on directly supporting and working with our Institutional clients/prospects and helping advisors at Abacus present investments to clients, with a special emphasis on our private market offerings. For existing clients, the Investment Specialist, will serve as the primary liaison between the client and the firm, handling most of the day-to-day. For prospects, the Investment Specialist will manage and coordinate the RFP process and response. This position is remote, but local to our Santa Monica or San Carlos office is preferred. The starting salary range for this role is $95k - $110k + opportunity for Lead Generation Bonuses. Primary Responsibilities Manages day-to-day investment projects and investment related requests from advisors and other departments Attends all Investment Committee meetings Handles the day-to-day support for the institutional clients and business at Abacus Is well versed in our investment philosophy and over time becomes comfortable explaining and presenting it to clients, prospects and advisors Is well versed in our private market funds and over time becomes comfortable explaining and presenting them to clients, prospects and advisors Responding to RFPs from institutional prospects Keys to Success Alignment with our Core Values – not just on your resume, but in your daily actions and decisions Requires a minimum of 3 years of experience in the investment industry (+ MBA or CFA), with an emphasis on supporting client relationships, preferably at an asset management company MBA or CFA is preferable, but not required if you have at least 7 years of experience in the investment industry Great written and verbal communication skills Project management skills are critical A track record of delivering exceptional client service within the investment industry Basic knowledge of the ESG and impact investing industry is required. Abacus is a for-profit, purpose-driven, values-aligned B-Corporation and that extends to our investments The ability to communicate clearly and effectively with gravitas; comfort presenting portfolio recommendations to stakeholders Proactive and independent self-starter who can prioritize projects, tackle them efficiently, and communicate effectively without being prompted Willingness to travel 2-3 times a year for conferences or office visits will be expected in this role We care about your privacy and do not sell any information you share with us during the application process.