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Portfolio Administrator

2 months ago

Richmond, United States D.A. Davidson & Co. Full time

Job Descriptions:

We currently have an opening for a Portfolio Administrator. All employees who would like more information about this opportunity, or who would like to apply for this position, should e-mail Heather Kubas, Chief Operating Officer, hkubas@dadco.com.

Otherwise, if you know someone who may be interested in the position, please encourage him or her to fill out an application.

Summary:This individual will work closely with all staff members, including those in operations, client service and portfolio management, to assist in the day-to-day management of the firms accounts and relationships. This position is required to maintain a high degree of confidentiality with respect to client and company information.

Required Experience:

Qualifications/Requirements:* Bachelors degree* 2+ years of industry experience preferred.* Ability to work independently in a fast-paced, deadline-oriented environment.* Strong written and oral communication skills* Proficient in Microsoft programs including Word, Excel, and Outlook* Highly organized and detail oriented, able to manage multiple demands and competing priorities.* Ability to work with a variety of personalities in a team environment.* Ability and desire to take on additional responsibilities to support career progression.

Duties:* Assist in the trading for fixed income and equity portfolios, including:o Build orders for individual accounts and block trading.o Maintain and update portfolio models within our portfolio accounting system.o Maintain and manage portfolio restrictions.o Facilitate communication of trade order allocation details between custodians and executing brokers; research/resolve discrepancies to ensure timely trade settlement.* Perform post-trade compliance checks to ensure accuracy of data and compliance with portfolio rules.* Prepare trade analysis reports in support of business development efforts.* Review and update security information within our portfolio accounting and trading systems* Maintain account-level details in portfolio accounting and CRM systems.* Provide backup and cross training with other Operations staff.* Adhere to all the firms Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:o Curiosity (avoid becoming defensive and remaining open to learning)o Accountability (taking 100% responsibility (no more; no less) for results; no blaming)o Candor (engaging in courageous truth-telling to increase power and speed in decisions)o Awareness (tapping every emotional and intuitional resource for decisions)o Passion (discovering and allowing people to do what they do best)o Appreciation (expressing gratitude and fostering a culture of sincere cooperation)* Perform any other duties and special projects as necessary.

What we offer:Competitive salary plus excellent benefits and perks including, but not limited to: * Medical, Dental and Vision* Company 401(k)and ESOP contribution * Generous sick, vacation, and maternity/parental leave* Paid holidays* Professional Development Opportunities* Tuition Reimbursement ($15,000 lifetime cap)* Discounted personal insurance including home, auto and recreational vehicles* Charitable gift-matching program* Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Keyword: Portfolio Administrator

From: D.A. Davidson Companies