Current Job Listings and Careers with Edge Capital are listed below:
Analyst
Do you have a passion for innovation and an intellectual curiosity that never ceases? There’s an opportunity on our growing team that we think would fulfill that passion.
Edge Capital Group, LLC is currently seeking a highly motivated Analyst to join our team. The applicant should have keen attention to detail and demonstrated academic achievement, specifically in economics, business, investments, and accounting. Candidates with an investment-related work history in wealth management or financial services will be preferred.
About Edge Capital
Edge Capital is a top financial advisory firm that assists individuals, families, and institutions by creating unique investment management and wealth planning solutions. Independent and employee-owned, our objective advice is tailored to suit each client. We recognize that everyone has a unique story and that the immediate and long-term goals of each client are different.
The Edge Culture
We believe that a vibrant company culture that supports and nurtures our employees is the key to our success—and a unique and sustainable competitive advantage. Edge is committed to creating a positive culture of teamwork, leadership, mentorship, diversity, equity and inclusion, and community involvement.
If you are a candidate with the skills and experience outlined below and a passion for service and teamwork, please contact us.
To learn more about our firm please visit www.edgecappartners.com.
ESSENTIAL RESPONSIBILITIES:
Operations Support:
Sarbanes Oxley Quarterly Processes – Account Reviews, Security Price Verification
Alternative Investments Valuation Reviews
Build and maintain client profiles in the portfolio management system and CRM.
Data quality assurance in the portfolio management system (new account settings, new relationship settings, closed account settings).
Data quality assurance in CRM.
Data maintenance and audit in CRM.
Monthly quality assurance checkpoints.
Maintain Operational Portfolio Groups – Billing, Reporting, PM Weekly.
Client Services Support:
Centralize Account Duplication and Journals for existing clients.
Verbal wire authorizations.
Centralize capital call wire processing and connect money movement reporting/tracking.
Prepare and roll out subscription documents for new private equity holdings.
Submit and track subscription documents. Liaise with private fund investor relations.
Process Check Deposits.
Monitor and disseminate custodian account alerts.
Portfolio Manager Support:
Redblack Account Set Up and Maintenance.
Security Classifications.
IPS and Adherence – Client Risk Profile.
Partner with Marketing on RFP and proposal generation for new and prospective clients.
Trade Reconciliation in Redblack.
Alternative Investment Collaboration and Communication – Tracking Indications of Interest vs. Confirmed Subscriptions Requests, Communicating with Issuer and Strategy Team, Team Questions on Subscription Documents.
Research and Due Diligence Support:
Work with the Strategy team to develop a repeatable process for manager due diligence and onboarding.
Own implementation of parts of that new process.
Utilize tools such as Morningstar, Bloomberg, and Factset to contribute research insights and data to the due diligence process.
SUCCESS AT EDGE:
Ability to analyze complex or diverse information, use intuition and experience to respond to inquiries, exhibit sound and accurate judgment in a fast-paced environment.
Respond promptly to team needs in a professional manner.
Must maintain client confidentiality; demonstrate integrity and code of ethics.
Efficient time management is a must.
Accountable, Adaptable, and flexible
Team oriented
Strong work ethic with an ability to meet deadlines.
Attention to detail & ability to multi-task.
Proactively participate in ongoing learning and development to enhance support capacity for the research team.
Ability to work in teams and assist with due diligence efforts.
Strong analytical and/or quantitative background
Ability to develop an idea and defend a conclusion.
PROFESSIONAL DEVELOPMENT OPPORTUNITIES and MILESTONES:
Salesforce Trailhead Courses and Certifications
Financial Planning Qualified Professional Certification
Project Management Courses and Certifications
EDUCATION AND/OR EXPERIENCE:
Minimum of a Bachelor’s degree (B.A.) from four-year College or University
Bachelor’s degree in Finance, Economics, Financial Planning, Business
Previous experience in a comparable role
COMPUTER SKILLS:
Proficient knowledge of Microsoft Office Products (Word, Excel, PowerPoint, and Outlook)
Advanced experience with Microsoft Word and Excel
Experience with Advent Black Diamond or other performance reporting systems
Experience with CRM tools (Salesforce)
Apply Today!
Thank you for your interest in Edge Capital Group!