Asset Manager at Plaid, Kansas City, Missouri
Job Description
Company Overview:
Plaid is a leading financial technology company in the banking and finance industry, headquartered in San Francisco, California. Plaid's innovative platform enables seamless connectivity between financial institutions and developers to create a more accessible and connected financial ecosystem. With a strong focus on data-driven solutions, Plaid empowers millions of people and businesses to take control of their financial lives.
Key Responsibilities for Asset Manager:
- Develop and implement strategic asset management plans to optimize the performance of Plaid's investment portfolio.
- Conduct thorough financial analysis, risk assessment, and market research to inform investment decisions.
- Monitor and evaluate asset performance, identifying opportunities for growth and maximizing returns.
- Collaborate with internal stakeholders and external partners to ensure compliance with regulatory requirements and industry best practices.
- Prepare comprehensive reports and presentations to communicate asset performance and recommendations to senior management.
Required Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- 5+ years of experience in asset management, investment analysis, or related roles within the banking and finance industry.
- Strong knowledge of financial modeling, risk management, and investment strategies.
- Proficiency in data analysis tools and software, with advanced Excel skills.
- Excellent communication skills with the ability to present complex information clearly and concisely.
Desired Skills:
- CFA (Chartered Financial Analyst) or related professional certifications.
- Experience with asset allocation and portfolio optimization techniques.
- Familiarity with regulatory frameworks and compliance standards in the financial services industry.
- Ability to adapt to changing market conditions and make informed decisions under pressure.
- Strong interpersonal skills and a collaborative mindset to work effectively in a team environment.
Compensation & Benefits:
Plaid offers a competitive annual salary range for the Asset Manager position in Kansas City, Missouri, commensurate with experience and qualifications. In addition to the salary, Plaid provides a comprehensive benefits package that includes health insurance, retirement plans, paid time off, professional development opportunities, and other perks designed to support employee well-being and growth.
How to Apply:
To apply for the Asset Manager position at Plaid in Kansas City, Missouri, please submit your resume and a cover letter highlighting your relevant experience and qualifications via our company website's careers page. We look forward to reviewing your application and potentially welcoming you to our dynamic and innovative team at Plaid.
Required Skills
- Investment strategies
- Risk management
- Portfolio optimization
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