Early intervention specialist Jobs in Detroit, MI

divh2Investment Specialist/h2pThe Investment Specialist will serve as a central point of communication between the Family Office, its clients, and third-party investment managers. The Investment Specialist will work closely with the other members of the Family Offices investment team, as well as Accounting, Finance, Tax and Family Services colleagues. The Investment Specialist is responsible for helping the Family Office deepen and strengthen client and advisor relationships through review of asset allocation and select investment opportunities. The Investment Specialist will have exposure to all aspects of the investment program and will work with select investment managers and external advisors to provide a seamless delivery of exceptional service to clients of the Family Office. This position will deal with highly sensitive and confidential information. Absolute discretion, confidentiality, and professionalism are required./ppKey Responsibilities:/pulliConduct investment reviews with clients to discuss the clients current investment objectives and prepare recommendations./liliSupport coordination of various client engagement efforts and act as resource for investment communication./liliResponsible for maintaining and updating investment reporting files for all investment documentation received./liliParticipate in the creation of presentations, investment reports, and transaction schedules for stakeholders./liliConduct financial analysis, prepare investment models, and provide structure and transactional support on various investment opportunities pursued by clients of the Family Office./liliBuild excellent working relationships with internal and external clients and advisors./liliWork with software providers to ensure accuracy of investment reporting./liliAssist in the accounting and treasury process, as appropriate, ensuring accurate and timely completion./liliConduct investment analysis, due diligence, and research on market themes./liliAssist with monitoring existing fund investments, co-investments and manager relationships./liliAssist in the preparation of investment memoranda, investor letters, and portfolio updates./liliParticipate in update calls with investment managers, as requested./liliPrepare and monitor financial reports and statements requested by stakeholders./liliParticipate in special projects and additional tasks as requested./li/ulpRequired Knowledge, Skills, and Abilities:/pulliAt least seven (7) years experience working in a financial services firm, investment manager or family office. Experience in investment banking, a family office or with high-net-worth clients encouraged./liliBachelors degree with focus on finance, economics or accounting. Additional degrees and certifications are a plus./liliAdvanced knowledge of investment products and strategies including passive investments, mutual funds, hedge funds, private equity, and structured notes./liliStrong investment literacy across public and private markets./liliExceptional writing and presentation skills./liliDemonstrated understanding of wealth management including, but not limited to, credit, deposits, trusts and financial planning./liliEvidence of self-motivation, initiative, and the ability and willingness to learn and accept higher-level responsibilities./liliDemonstrate strong organizational, time management, and planning skills with the ability to independently prioritize work./liliDemonstrates a professional and positive demeanor at all times./liliDetail orientated with superior organizational skills./liliTeam player with the ability to collaborate with others while also able to work independently./liliAbility to work in a fast-paced, evolving environment and assist with other duties as assigned./liliFlexibility and ability to adapt to changing priorities and multi-task with demonstrated attention to detail and accuracy./liliMust be highly confidential, exercise absolute discretion, and display strong judgment. Experience handling sensitive and/or confidential financial information and maintaining ongoing confidentiality/liliComputer proficiency with Excel, PowerPoint and Bloomberg. Additional experience with investment reporting software (e.g., Addepar) is a plus./li/ulpWorking Conditions:/pulliWork in an office environment./liliExposure to travel conditions by automobile, airplane, or public transportation./liliAbility to work in Detroit and travel as required./li/ulpThe physical demands and work environment characteristics described here are representative of those a colleague encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. IFO Group, LLC has the right to change, modify, suspend, interrupt or cancel in whole or in part any job functions outlined in a job description at any time and without advance notice to the employee./ppIlitch Holdings, Inc. is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regards to that individuals race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender identity, age, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. The Company will strive to provide reasonable accommodations to permit qualified applicants who have a need for an accommodation to participate in the hiring process (e.g., accommodations for a job interview) if so requested. This company participates in E-Verify./p/div