Portfolio Administrator

3 weeks ago

Atlanta, United States Gratus Capital LLC Full time

Job Description

Job Description Summary Firm : Gratus Capital is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional value to our clients. As one of the leading organic growth firms in the country, Gratus has been named the No. 4 RIA firm in the U.S. and No. 1 in the Southeast by Forbes and Shook Research on the list of the Top 100 RIA Firms.

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). Qualifications

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

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