Portfolio Administration and Trading Associate

2 months 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.

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