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26 Monster Beverage 1990 Corporation Jobs

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Portfolio Administrator

Monster
Sterling, VA 20165
Full-time
Refer friends, get paid!

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