Portfolio Administration and Trading Associate

3 weeks ago

Bel Air, United States The Kelly Group- Financial Planning and Wealth Management Full time

The Kelly Group

Job Description: Portfolio Administration and Trading Associate – Full Time

About Us:

At The Kelly Group, we aim to build a better community, individual by individual. We are stewards of wealth and well-being, embodying the spirit of the Norman Rockwell Town Doctor by nurturing generations of families with personalized care and enduring dedication. We're a team of passionate individuals dedicated to comprehensive financial   planning and wealth management.  

 

The Kelly Group, a registered investment adviser with the Securities and Exchange Commission, consists of a talented team of financial advisors, planners, client services associates, and operations specialists.  We are searching for a Portfolio Administration and Trading Associate to grow and develop within our trading and operations department.


Position Overview:

We are seeking a talented Portfolio Administration and Trading professional to join our dynamic team. In this role, you'll play a crucial part in providing comprehensive portfolio analytics, presentations, trade support, and contributing to our mission of being stewards of wealth and well-being for generations.


Responsibilities: 

1. Portfolio Analytics and Reporting:

·        Utilize Morningstar Workstation to generate detailed portfolio analyses, performance reports, and client-facing

presentations.

·        Collaborate with the Vice President of Trading, Operations & Portfolio Administration to provide insightful

portfolio reviews, market commentary, and recommendations.

·        Assist in the preparation of client materials, including investment proposals, performance reviews, and market

updates.

·       Conduct research and analysis on market trends, economic indicators, and industry developments to inform

trading decisions.

·       Stay updated on regulatory changes and market developments that may impact trading activities.


2. Trading and Operations Support:

·        Learn and become proficient in the use of Black Diamond's trading platform and data analytics tools.

·        Support the firm's trading and operations team by executing trades, rebalancing portfolios, monitoring account

activity, and ensuring accurate record-keeping.

·        Assist with the resolution of client inquiries and the implementation of investment strategies.


3. Client Portfolio Review and Recommendations:

·        Support the Vice President of Trading, Operations & Portfolio Administration in reviewing client portfolios and

developing recommendations to align with the firm's investment strategies and client objectives.

·       Collaborate with the advisory team to ensure a seamless onboarding experience for new clients.


Candidate Profile:

  • Bachelor's degree in Finance, Economics, or a related field
  • 2-5 years of experience in a portfolio analyst or investment operations role
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data
  • Excellent communication and presentation skills, both written and verbal
  • Attention to detail and a commitment to delivering high-quality work
  • Ability to multitask and prioritize tasks in a fast-paced environment
  • Collaborative mindset and the ability to work effectively with cross-functional teams

·        Experienced in wealth management software and tools (i.e., Black Diamond, Morningstar, etc.)   


Compensation and Benefits:

·        Competitive salary

·        Comprehensive benefits package, including health, vision, and dental insurance

·        Disability coverages

·        401(k) retirement plan

·        Paid time off and holidays

·        Professional development opportunities

 

Join Us:

If you are a driven and detail-oriented professional and ready to make an impact, we encourage you to apply for this exciting opportunity. Join us in our mission to nurture generations of families with personalized care and enduring dedication. Apply now and be a part of our journey at The Kelly Group in Bel Air, Maryland.


Application Instructions:

To apply, please submit your resume and cover letter highlighting your relevant experience and why you're interested in joining The Kelly Group careers@kellyria.com.

  • Portfolio Administration and Trading Associate

    3 weeks ago

    Bel Air, United States The Kelly Group- Financial Planning and Wealth Management Full time

    The Kelly Group Job Description: Portfolio Administration and Trading Associate – Full TimeAbout Us: At The Kelly Group, we aim to build a better community, individual by individual. We are stewards of wealth and well-being, embodying the spirit of the Norman Rockwell Town Doctor by nurturing generations of families with personalized care and enduring...

  • Administrative Assistant

    3 weeks ago

    Bel Air, United States Laura A Barwick CPA LLC Full time

    **Administrative Assistant** **Job Title**: Administrative Assistant **About Us**: Laura A Barwick CPA LLC is a dynamic and growing public accounting firm in Bel Air, Maryland, committed to delivering exceptional service to our clients. Our team is composed of dedicated professionals who work collaboratively to provide comprehensive accounting solutions....

  • Administrative Assistant

    2 weeks ago

    Bel Air, Maryland, United States Laura A Barwick CPA LLC Full time

    Administrative AssistantJob Title: Administrative AssistantAbout Us: Laura A Barwick CPA LLC is a dynamic and growing public accounting firm in Bel Air, Maryland, committed to delivering exceptional service to our clients. Our team is composed of dedicated professionals who work collaboratively to provide comprehensive accounting solutions. We foster a...

  • Experienced Sales Associate

    4 weeks ago

    Bel Air, United States fhs Full time

    Job DescriptionJob DescriptionWe're looking for an outgoing and mature Sales Associate to join our team. Must be available to work weekends and operate in a fast paced environment. Applicant should have a background in retail sales and demonstrate above average communication skills while working with customers.Demonstrates and explains merchandise,...

  • Administrative Coordinator

    3 weeks ago

    Bel Air, United States Aspire Living & Learning Full time

    Feel good about where you work and what you do! We are _Aspire Living & Learning_, a non-profit human services agency making a meaningful difference in the lives of adults and children with autism and other disabilities. Aspire Living & Learning is currently seeking an **Administrative Coordinato**r. The Administrative Coordinator at _Aspire Living &...

  • Financial Planning Associate

    1 month ago

    Bel Air, United States The Kelly Group- Financial Planning and Wealth Management Full time

    The Kelly GroupJob Position: Financial Planning Associate - Full-Time About Us: At The Kelly Group, we aim to build a better community, individual by individual. We are stewards of wealth and well-being, embodying the spirit of the Norman Rockwell Town Doctor by nurturing generations of families with personalized care and enduring dedication. We're a team...

  • Financial Planning Associate

    4 weeks ago

    Bel Air, United States The Kelly Group- Financial Planning and Wealth Management Full time

    The Kelly GroupJob Position: Financial Planning Associate - Full-Time About Us: At The Kelly Group, we aim to build a better community, individual by individual. We are stewards of wealth and well-being, embodying the spirit of the Norman Rockwell Town Doctor by nurturing generations of families with personalized care and enduring dedication. We're a team...

  • Administrative Assistant Ii

    2 weeks ago

    Bel Air, United States Harford Community College Full time

    **Posting Category** - Full-Time Staff**Starting salary range** - $48,031-$62,440**Faculty Position (if applicable)** **About Harford Community College** - Harford Community College has served as an anchor institution in Harford County since its inception in 1957. We are a mid-sized, comprehensive college committed to serving our community through high...

  • IT Hardware Software Administrator

    4 weeks ago

    Bel Air, United States Aspire Living & Learning Full time

    Feel good about where you work and what you do! We are _Aspire Living & Learning_, a non-profit human services agency making a meaningful difference in the lives of adults and children with autism and other disabilities. Aspire Living & Learning is currently seeking an IT Hardware Software Administrator to orchestrate the planning, construction,...

  • Client Associate

    1 month ago

    Bel Air, United States SCO Wealth Management Full time

    SCO Wealth Management is seeking a Client Service Associate to join our team in Bel Air, MD. This position will focus on enhancing the overall client experience by providing unparalleled customer service, while also providing administrative and operational support to the firm. We are driven to provide personalized financial services based on lasting,...

  • Client Associate

    4 weeks ago

    Bel Air, United States SCO Wealth Management Full time

    SCO Wealth Management is seeking a Client Service Associate to join our team in Bel Air, MD. This position will focus on enhancing the overall client experience by providing unparalleled customer service, while also providing administrative and operational support to the firm. We are driven to provide personalized financial services based on lasting,...

  • IT Hardware Software Administrator

    1 month ago

    Bel Air, Maryland, United States Aspire Living & Learning Full time

    Feel good about where you work and what you doWe are Aspire Living & Learning, a non-profit human services agency making a meaningful difference in the lives of adults and children with autism and other disabilities.Aspire Living & Learning is currently seeking an IT Hardware Software Administrator to orchestrate the planning, construction, maintenance, and...

  • Administrative Assistant I

    3 weeks ago

    Bel Air, United States Harford Community College Full time

    **Posting Category** - Full-Time Staff**Starting salary range** - $42,699-$55,509**Faculty Position (if applicable)** **About Harford Community College** - Harford Community College has served as an anchor institution in Harford County since its inception in 1957. We are a mid-sized, comprehensive college committed to serving our community through high...

  • Financial Planning Associate

    3 days ago

    Bel Air, United States The Kelly Group Full time

    The Kelly Group Job Position: Financial Planning Associate - Full-Time About Us: At The Kelly Group, we aim to build a better community, individual by individual. We are stewards of wealth and well-being, embodying the spirit of the Norman Rockwell Town Doctor by nurturing generations of families with personalized care and enduring dedication. We're a team...

  • Financial Planning Associate

    1 month ago

    Bel Air, United States The Kelly Group Full time

    The Kelly Group Job Position: Financial Planning Associate - Full-Time About Us: At The Kelly Group, we aim to build a better community, individual by individual. We are stewards of wealth and well-being, embodying the spirit of the Norman Rockwell Town Doctor by nurturing generations of families with personalized care and enduring dedication. We're a team...

  • Library Associate I

    3 weeks ago

    Bel Air, United States Harford County Public Library Full time

    **Position: **Library Associate I Branch 20 **Grade: **50 **Department**: Reference **FLSA: **Non-Exempt **CBIZ Code**: 301 **Scheduled Hours**: 20 **Status**: Part-Time **Pay Type**: Hourly **Revised**: 12/19, 04/19, 09/05 **Public Service**: Yes **Essential Personnel**: No **Location**: Bel Air **NOTE: This position will work in the Children's...

  • Roofing, Waterproofing, and Delivery Ii

    4 days ago

    Bel Air, United States Harford County Public Schools Full time

    **Human Resources Office** 102 S. Hickory Avenue, Bel Air, Maryland 21014 Telephone: 410-588-5238 **VACANCY ANNOUNCEMENT** **AN EQUAL OPPORTUNITY EMPLOYER May 7, 2024 HCPS is committed to recruiting and retaining effective and diverse educators and staff to build a climate of student success and improve learning experiences for every child in every...

  • Residential Property Leasing Professional

    4 weeks ago

    Bel Air, United States Peak Management LLC Full time

    Job DescriptionJob DescriptionPeak Management LLC is a privately owned, full-service property management company headquartered in Timonium, Maryland. We specialize in the development, construction, ownership, and management of multi-family and self-storage properties. Our current portfolio of 16 apartment communities (with over 3,000 apartments and townhomes...

  • LPN - Vascular Surgery Associates

    3 weeks ago

    Bel Air, United States Rochester Regional Health Full time

    HOW WE CARE FOR YOU At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits and total rewards foster employee wellbeing, professional development and personal growth. We care for your career while caring for the community. Personal Time that includes Vacation Time, Sick Time & Holidays Health & Wellness...

  • Roofing, Waterproofing, and Delivery Ii

    2 weeks ago

    Bel Air, Maryland, United States Harford County Public Schools Full time

    Human Resources Office102 S. Hickory Avenue, Bel Air, Maryland 21014Telephone:VACANCY ANNOUNCEMENT **AN EQUAL OPPORTUNITY EMPLOYERMay 7, 2024HCPS is committed to recruiting and retaining effective and diverse educators and staff to build a climate of student success and improve learning experiences for every child in every classroom.ROOFING, WATERPROOFING,...