Portfolio Administrator
1 month ago
Team: The Investment Strategy Group (ISG) delivers a superior investment management offering across traditional and alternative asset classes. We have built a collegial atmosphere where personal growth, learning, and open debate are encouraged. We foster an environment of teamwork, cross-team collaboration, and unconstrained thinking to improve processes and produce extraordinary results.
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. We 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 manager’s trade decisions in accordance with compliance standards.
- Support with administration of outside investment trading platforms for both options and retirement 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, systems maintenance, compliance tasks).
- Help introduce automation and scalability to ISG processes and task management. Will play a role in new software evaluation.
- Master technologies and tools (Tamarac, Salesforce, Schwab Institutional Intelligent Portfolios).
- Bachelor’s degree required.
- Knowledge of and interest in financial products and capital markets.
- Technologically proficient in Microsoft Office (specifically Excel), 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.
Powered by JazzHR
KByKpt424p
-
Portfolio Administrator
3 days ago
Atlanta, United States Harrison Gray Search Full timeHarrison 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 Administrator
2 days ago
Atlanta, United States Harrison Gray Search and Consulting LLC Full timeHarrison 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 Administrator
2 weeks ago
Atlanta, United States Harrison Gray Search Full timeHarrison 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 Administrator
2 weeks ago
Atlanta, United States Harrison Gray Search and Consulting LLC Full timeHarrison 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 Administrator
2 weeks ago
Atlanta, United States Harrison Gray Search Full timeHarrison 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 Administrator
3 weeks ago
Atlanta, United States Harrison Gray Search & Consulting Full timeJob DescriptionJob DescriptionHarrison 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...
-
Director, Restaurant Brand Portfolio
2 weeks ago
Atlanta, United States Corporate Positions Full timeThe 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...
-
Systems Administrator
4 weeks ago
Atlanta, Georgia, United States T5 Data Centers Full timeJob Description The Business Systems Administrator will be responsible for the technical administration and configuration of a portfolio of applications. As a T5 Business Systems Administrator, you will be maintaining and improving T5s systems – including the ERP/CRM and integrated functional application platforms. RESPONSIBILITIES Customize and...
-
Systems Administrator
1 month ago
Atlanta, United States 3TG Staffing Solutions Full timeJob DescriptionJob DescriptionSalary: TBD3TG Staffing Solutions Who Are We? We are a 100% women-owned business comprising an encouraging, supportive, and diverse team who works to provide solutions and qualified staff for our clients. We maintain a high level of communication and function as a cohesive, collaborative team. If we sound like a good fit...
-
Atlanta, United States 3TG Staffing Solutions Full timeJob DescriptionJob DescriptionSalary: $19.00-21.00Company Overview:At 3TG Staffing Solutions, we champion the resurgence of professional journeys, strategically pairing seasoned talent with the right opportunities. Specializing in the commercial real estate sector, we provide direct-hire, temp-to-hire, and strategic consulting services, ensuring our clients...
-
Network & Systems Administration Manager
7 days ago
Atlanta, United States Inspire Brands Inc Full timeThe Network & Systems Administration Manager will work closely with cross functional teams across the company to design, champion, deploy and support enterprise level technologies and business solutions. This position will have expertise in Microsoft Cloud, or multi-cloud technologies, development, and infrastructure as a code. This position sits within our...
-
Procurement Manager
2 days ago
Atlanta, United States Cushman & Wakefield Full timeThis position leads and manages the strategic sourcing, contract administration, vendor relationship management and overall operations for all Procurement activities across the portfolio of sites on a Client account. This position is highly visible w Manager, Procurement, Operations, Management, Property Management, Business Services
-
Major Gifts Officer
7 days ago
Atlanta, United States Piedmont Healthcare Full timeDescription:JOB PURPOSE: Responsible for cultivating and stewarding an active portfolio of 75-125 major donors (greater than$10,000 per year) through best practice development techniques in order to secure philanthropic support to meet annual goals. Manages and leads strategic development donor acquisition efforts for cultivation and support from newly...
-
Wealth Planning Analyst
2 days ago
Atlanta, United States Winged Keel Group Full timeFirm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, New York, Houston, San Francisco, Richmond, Atlanta, Washington, D.C. and Denver, the firm specializes in...
-
Atlanta, United States State Street Corporation Full timeWho we are looking for An individual who is willing to become a leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. The team comprises of dedicated accounting professionals who are passionate about delivering financial reporting and day-to-day accounting and administrative...
-
Cfa defined benefit risk mgr atl ga
4 weeks ago
Atlanta, United States ESR Healthcare Full timeExperience level: Mid-senior Experience required: 5 Years Education level: Bachelor’s degree Job function: Administrative Industry: Logistics and Supply Chain Compensation: View salary Total position: 1 Relocation assistance: No Visa : Only US citizens and Greencard holders JOB DESCRIPTION: Job Summary This position manages the facets of day-to-day...
-
Wealth Planning Analyst
3 days ago
Atlanta, United States Winged Keel Group Full timeFirm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, New York, Houston, San Francisco, Richmond, Atlanta, Washington, D.C. and Denver, the firm specializes in...
-
Sr. Systems Engineer
6 days ago
Atlanta, United States Datum Technologies Group Full timeJob Details:Sr. Systems Engineer (PPM)Long Term ContractAtlanta, GA Qualifications: Associate degree or industry certification in an applicable IT field, in addition to four years applicable experience in the design/administration/support of one or more platforms; or a Bachelor's degree in an IT field, in addition to two years applicable experience in the...
-
Sr. Systems Engineer
1 week ago
Atlanta, United States Datum Technologies Group Full timeJob Details:Sr. Systems Engineer (PPM)Long Term ContractAtlanta, GA Qualifications: Associate degree or industry certification in an applicable IT field, in addition to four years applicable experience in the design/administration/support of one or more platforms; or a Bachelor's degree in an IT field, in addition to two years applicable experience in the...
-
Sr. Systems Engineer
1 week ago
Atlanta, United States Datum Technologies Group Full timeJob Details:Sr. Systems Engineer (PPM)Long Term ContractAtlanta, GA Qualifications: Associate degree or industry certification in an applicable IT field, in addition to four years applicable experience in the design/administration/support of one or more platforms; or a Bachelor's degree in an IT field, in addition to two years applicable experience in the...