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Portfolio Assistant
4 months ago
We are a registered investment adviser financial planning firm, managing approximately $600 million for high-net-worth families, business owners, corporate retirement plans and institutions. We provide business planning, retirement plan consulting, estate, charitable giving and trust planning, retirement planning, and investment management to our clients. Our unwavering commitment to client success drives our growth, and we’re assembling a remarkable team to build something exceptional—for our clients and our team. In addition, our collaborative environment fosters professional development, innovation, and a shared sense of purpose.
The Portfolio Assistant will support the core trading, the investment research, and investment operations. As a member of our collaborative team, you will assist the Advisory team in fulfilling clients’ needs and objectives around investment decisions and asset allocation processes. Beyond analytical prowess, the ideal candidate will adeptly execute daily processes established by the team, implement approved strategic investment approaches, conduct thorough research, and expertly maintain and adjust firm models as directed. Comfort in engaging with the investment committee is paramount and a drive to interact with clients is appreciated. This role not only offers a path to maintain, monitor, and enhance our investment process, but after learning our approaches, values, and styles, it also serves as a springboard for professional growth.
Responsibilities & Activities
Prepare portfolio research reports at the request of the investment committee Allocate aggregated trades across accounts as directed Aid in monitoring to ensure portfolios stay within tolerance bands Work in conjunction with the Advisory team to rebalance accounts into portfolio models Act as liaison between the firm and various companies to identify share class eligibility Serve as a member of the Investment Management Committee During tax season, assist with harvesting gains and losses for tax efficiency Work with team to ensure fair execution and trade review for compliance Coordinate with senior team members to produce, analyze and oversee the production of quarterly performance reports, as well as troubleshoot and report data inaccuracies and enact solutions Database management, including coding accounts, fee schedules, securities, and portfolio models Assist with evaluation of potential alternative investments and maintain knowledge of the firm's current alternative holdings; attend and participate in meetings to discuss alternative investment performance with clients as needed Educate clients as needed, providing ongoing communication and guidance on portfolio performance and market developments Stay informed of market trends, economic indicators, and regulatory changes that may impact investment decisions Collaborate with team and provide recommendations on how to implement new capabilities within our platforms Other special projects to support firm-wide process improvement and capabilitiesKnowledge, Skills, & Abilities
Required: A bachelor’s degree 1+ years investment analysis experience Organizational and prioritization skills Technological skills, as most duties are performed on various software platforms Work well within supporting team environment Attention to detail In-office attendance is essential 3+ years of experience in a financial services firm is preferred Variety of experience across asset classes is preferred Familiar with Tamarac, FactSet, eMoney, Schwab and industry-specific CRM platforms preferred CFA candidate or designation is preferred, but not required Series 65 (within 6 months of hire)