Portfolio Administrator

4 weeks ago

Atlanta, United States Harrison Gray Search & Consulting Full time
Job DescriptionJob Description

Harrison Gray Search has partnered with a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Their mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional value to their clients. As one of the leading organic growth firms in the country, they have been named a top 10 RIA firm in the U.S.



The Team

The Investment Strategy Group (ISG) delivers a superior investment management offering across traditional and alternative asset classes. They have built a collegial atmosphere where personal growth,learning, and open debate are encouraged. They foster an environment of teamwork, cross-team collaboration, and unconstrained thinking to improve processes and produce extraordinary results.


The Role

The Portfolio Administrator supports the implementation of ISG strategies and key projects of the team. This individual is responsible for a wide range of duties related to trading, operations, and compliance. They are always growing, innovating, and improving. This individual should expect a dynamic and fast-paced environment.


Overall Responsibilities

  • Support trading operations (Equities and Fixed Income).
  • Document portfolio managers trade decisions in accordance with compliance standards.
  • Support with administration of outside investment trading platforms for both options andretirement plan providers.
  • Review client transactions and activity.
  • Manage, translate, and analyze data.
  • Assist in creating ad-hoc reports for both ISG team and firm advisors.
  • Execute investment operations processes (trade reconciliation, report audits, systemsmaintenance, compliance tasks).
  • Help introduce automation and scalability to processes and task management. Will play a role in new software evaluation.
  • Master technologies and tools (Tamarac, Salesforce, Schwab Institutional Intelligent Portfolios).


Qualifications

  • Bachelors degree required.
  • Minimum 1-year experience in a similar role.
  • Knowledge of and interest in financial products and capital markets.
  • Technologically proficient in Microsoft Office (specifically Excel), and portfolio management software such as Tamarac, Salesforce CRM, and custodial platforms.
  • Familiarity with or interest in a programming or scripting language
  • Commitment to teamwork, continual improvement, and accuracy.
  • Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.


Benefits

  • Hybrid work schedule
  • Competitive base compensation
  • Medical, dental, and vision benefits
  • Generous PTO
  • 401(k) with employer match

  • Portfolio Administrator

    3 weeks ago

    Atlanta, United States Harrison Gray Search and Consulting LLC Full time

    Harrison Gray Search has partnered with a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Their mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional value to their clients....

  • Portfolio Manager Assistant

    2 weeks ago

    Atlanta, United States Spelman College Full time

    The Portfolio Manager Assistant proactively assists Portfolio Manager(s) in all aspects of portfolio management and financial planning. Responsible for managing the administrative functions within each workgroup. This requires the ability to prioritize and delegate tasks with the Client Support Assistant. Essential functions of position: Maintain a strong...

  • Portfolio Manager

    2 weeks ago

    Atlanta, Georgia, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...

  • Portfolio Manager

    2 days ago

    Atlanta, Georgia, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...

  • Director, Restaurant Brand Portfolio

    1 month ago

    Atlanta, United States The Paradies Shops Full time

    The Director, Restaurant Brand Portfolio - Dining Division is responsible for monitoring the food and beverage industry worldwide for current trends in brands, products, and services. The Director studies each market and applies his or her understanding and knowledge of consumer, market, and industry trends in developing compelling concept plans for the...

  • Director, Restaurant Brand Portfolio

    3 days ago

    Atlanta, United States The Paradies Shops Full time

    The Director, Restaurant Brand Portfolio - Dining Division is responsible for monitoring the food and beverage industry worldwide for current trends in brands, products, and services. The Director studies each market and applies his or her understanding and knowledge of consumer, market, and industry trends in developing compelling concept plans for the...

  • Director, Restaurant Brand Portfolio

    1 month ago

    Atlanta, United States Corporate Positions Full time

    The Director, Restaurant Brand Portfolio - Dining Division is responsible for monitoring the food and beverage industry worldwide for current trends in brands, products, and services. The Director studies each market and applies his or her understanding and knowledge of consumer, market, and industry trends in developing compelling concept plans for the...

  • Director, Restaurant Brand Portfolio

    1 month ago

    Atlanta, United States Corporate Positions Full time

    The Director, Restaurant Brand Portfolio - Dining Division is responsible for monitoring the food and beverage industry worldwide for current trends in brands, products, and services. The Director studies each market and applies his or her understanding and knowledge of consumer, market, and industry trends in developing compelling concept plans for the...

  • Director, Restaurant Brand Portfolio

    2 days ago

    Atlanta, United States Corporate Positions Full time

    The Director, Restaurant Brand Portfolio - Dining Division is responsible for monitoring the food and beverage industry worldwide for current trends in brands, products, and services. The Director studies each market and applies his or her understanding and knowledge of consumer, market, and industry trends in developing compelling concept plans for the...

  • Director, Restaurant Brand Portfolio

    3 days ago

    Atlanta, United States Corporate Positions Full time

    The Director, Restaurant Brand Portfolio - Dining Division is responsible for monitoring the food and beverage industry worldwide for current trends in brands, products, and services. The Director studies each market and applies his or her understanding and knowledge of consumer, market, and industry trends in developing compelling concept plans for the...

  • Manager, Project Portfolio Team

    1 week ago

    Atlanta, United States Children's Healthcare of Atlanta Full time

    Note: If you are CURRENTLY employed at Children's and/or have an active badge or network access, STOP here. Submit your application via Workday using the Career App (Find Jobs).Work ShiftDayWork Day(s)Monday-FridayShift Start Time9:00 AMShift End Time5:00 PMWorker Sub-TypeRegularChildren's is one of the nation's leading children's hospitals. No matter the...

  • Property Administration Specialist

    1 week ago

    Atlanta, United States Atlanta Marriott Marquis Full time

    Job Number 24053623Job Category AdministrativeLocation Atlanta Marriott Marquis, 265 Peachtree Center Ave., Atlanta, Georgia, United States VIEW ON MAPSchedule Full-TimeLocated Remotely? NRelocation? NPosition Type Non-ManagementPosition SummaryOur Property Administrative Specialists play an important role in a number of vital hotel functions. At our hotels,...

  • Property Events Administrative

    1 week ago

    Atlanta, United States Atlanta Marriott Marquis Full time

    Job Number 24056362Job Category AdministrativeLocation Atlanta Marriott Marquis, 265 Peachtree Center Ave., Atlanta, Georgia, United States VIEW ON MAPSchedule Full-TimeLocated Remotely? NRelocation? NPosition Type Non-ManagementPosition SummaryOur Property Administrative Specialists play an important role in a number of vital hotel functions. At our hotels,...

  • Property Administration Specialist

    2 weeks ago

    Atlanta, Georgia, United States Atlanta Marriott Marquis Full time

    Job Number Job Category AdministrativeLocation Atlanta Marriott Marquis, 265 Peachtree Center Ave., Atlanta, Georgia, United States VIEW ON MAPSchedule Full-TimeLocated Remotely? NRelocation? NPosition Type Non-ManagementPosition SummaryOur Property Administrative Specialists play an important role in a number of vital hotel functions. At our hotels,...

  • Director, Real Estate Portfolio and Occupancy Planning

    13 hours ago

    Atlanta, United States UnitedHealth Group Full time

    UnitedHealth Group is a health care and well-being company that’s dedicated to improving the health outcomes of millions around the world. We are comprised of two distinct and complementary businesses, UnitedHealthcare and Optum, working to build a better health system for all. Here, your contributions matter as they will help transform health care for...

  • Property Administration Specialist

    2 weeks ago

    Atlanta, United States Marriott International Inc Full time

    Job Number 24053623 Job Category Administrative Location Atlanta Marriott Marquis, 265 Peachtree Center Ave., Atlanta, Georgia, United States VIEW ON MAP Schedule Full-Time Located Remotely? N Relocation? N Position Type Non-Management POSITION SUMMARY Our Property Administrative Specialists play an important role in a number of vital hotel functions. At our...

  • Property Events Administrative

    2 days ago

    Atlanta, Georgia, United States Atlanta Marriott Marquis Full time

    Job Number Job Category AdministrativeLocation Atlanta Marriott Marquis, 265 Peachtree Center Ave., Atlanta, Georgia, United States VIEW ON MAPSchedule Full-TimeLocated Remotely? NRelocation? NPosition Type Non-ManagementPosition SummaryOur Property Administrative Specialists play an important role in a number of vital hotel functions. At our hotels,...

  • Loan Administrator

    1 week ago

    Atlanta, United States Quest Financial Full time

    Our client located in the Midtown area is looking for a Senior SBA Loan Administrator to join their team! SBA Loan experience required Pay: $85,000 In Office/Hybrid Opportunity Medical, Dental, 401k The SBA Loan Closer is responsible for processing SBA loans and providing superior quality service and administrative support in the SBA Lending department. ...

  • Loan Administrator

    2 weeks ago

    Atlanta, United States Quest Financial Full time

    Our client located in the Midtown area is looking for a Senior SBA Loan Administrator to join their team!SBA Loan experience requiredPay: $85,000In Office/Hybrid OpportunityMedical, Dental, 401kThe SBA Loan Closer is responsible for processing SBA loans and providing superior quality service and administrative support in the SBA Lending...

  • Manager, Project Portfolio Team

    7 days ago

    Atlanta, United States Children's Healthcare of Atlanta Full time

    Note: If you are CURRENTLY employed at Children's and/or have an active badge or network access, STOP here. Submit your application via Workday using the Career App (Find Jobs). Work Shift Day Work Day(s) Monday-Friday Shift Start Time 8:00 AM Shift End Time 5:00 PM Worker Sub-Type Regular Children's is one of the nation's leading children's hospitals. No...