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. 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 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 processes and task management. Will play a role in new software evaluation.
  • Master technologies and tools (Tamarac, Salesforce, Schwab Institutional Intelligent Portfolios).
Qualifications
  • Bachelor's 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

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