Portfolio Management Associate

3 weeks ago

West Des Moines, United States Foster Group Full time

The Portfolio Management Associate is a member of the Portfolio Management Team and is primarily responsible for executing trades and the maintenance of client portfolios in accordance with Foster Group’s investment strategy. The Portfolio Management Associate can expect to perform a variety of functions to support the Lead Advisors and Investment Team.


Primary Duties:

1. Execution of Trades:

  • Setup and maintain accounts within trading software
  • Prepare and process trades of various securities (mutual funds, ETFs, stocks, bonds)
  • Prepare and update necessary documentation for trade execution
  • Timely and accurate placement of trade orders as directed
  • Organize and ensure the completion of routine day-to-day trading activities
  • Place and monitor investment trade orders through custodians
  • Monitor requests submitted via CRM to ensure timely response to requests
  • Maintain client specific investment notes and trading information in CRM system (Salesforce FSC)


2. Portfolio and Systems Review:

  • Become an expert in utilizing the trading software (currently Orion’s Eclipse) through formal and informal learning opportunities
  • Develop an understanding of and maintain non-client specific information, such as portfolio models, rebalancing parameters, and tax guidelines, in the trading software
  • Review portfolios for variance from target allocations and rebalance portfolios
  • Produce and update documentation of routinely performed tasks
  • Perform routine and project-related maintenance in the trading software


3. Coordination and Collaboration:

  • Provide consistent, thorough, and accurate communication to all parties involved with trading requests
  • Review potential trading errors and submit findings to Portfolio Management Lead including explanation of the error, its cause, resolution, and plan to prevent the type of error from happening in the future
  • Maintain team approach by assisting and filling in for others
  • Assist with client meeting preparation by producing investment notes and portfolio recommendations
  • Respond to requests from clients and outside advisors


4. General

  • Fill in to assist others or aid clients or Advisors
  • Perform other duties as requested


Education/ Experience:

  • Bachelor’s degree in Finance, Accounting, or related field
  • Proficiency in Excel and Word
  • Internship or other practical or industry experience


Required Skills:

The Portfolio Management Associate must have strong math, problem solving, and data gathering skills. This person must be organized, detail oriented, and focused on highly accurate and timely execution of work. In addition, it is important the Portfolio Management Associate is comfortable working collaboratively. The Portfolio Management Associate must be a clear communicator as they will be responsible for following up with numerous people, communicating findings, requesting clarification of instructions, and explaining results.

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