Job Description
Role:
- Supporting investment team and financial advisors
- Help manage how a client's investments are organized in a portfolio
- Work with portfolio management systems (Orion, RedBlack. Astro), CRM (Salesforce), and proprietary tools
Tasks
- Maintain portfolio rebalancing system
- Maintain portfolio management system
- Set-up and maintain client profile and data
- Facilitate client reporting & billing
- Assist with GIPS compliance projects
- Update investment data on portfolio facts sheets and other marketing material
Qualifications:
- Interest in investments
- Prefer finance-related bachelor's degree
- 0-2 years experience, or internship in related position
- Organized, attention to detail & accuracy
- Solve problems and meet deadlines
Posting ID: 609606029Posted: 2021-03-03