Portfolio Associate

4 weeks ago

Boston, United States The Colony Group Full time
Seeking the extraordinaryTM We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.

With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.

Join The Colony Group in making your everyday extraordinary

The Colony Group seeks a motivated and qualified individual for the position of Portfolio Associate. The individual selected for this opportunity will provide operational support to the company's PortfolioManagers, Wealth Advisors, and Investment Services group.

Primary responsibilities of the position include:
  • Implementing investment strategies, as directed by thePortfolio Managers, utilizing the firm's portfolio management system, TamaracAdvisor Rebalancing®, as well as other tasks performed in support ofthe firm's portfolio managers and investment services function;
  • Maintaining client accounts within Tamarac Trading®, including model assignments, restrictions, cash reserves, etc.;
  • Preparing and inputting trade orders according to portfolio guidelines;
  • Implementing model changes;
  • Investing and raising excess cash as required by financial counselors or clients;
  • Placing and managing trades with brokers and custodians;
  • Settling and reconciling equity, mutual fund, and fixed-income trades; and
  • Assisting and supporting Investment Management group as needed.
Qualifications:
  • Bachelor's Degree in business, finance, or a related field desirable or an equivalent amount of education and/or work experience;
  • 2+ years of relevant work experience;
  • Strong oral/written communication skills;
  • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills;
  • Strong analytical skills, including the ability to identify tax and investment-related issues in portfolios;
  • Dedication to working in a team-based environment; and
  • Computer proficiency with basic applications, including Microsoft Office, and proven ability to learn other software and technology.
Preferred Qualifications:
  • Advanced Proficiency in Excel;
  • Intermediate Proficiency in Python;
  • Basic Proficiency in Power Automate Desktop; and
  • Prior experience with Tamarac Trading® and Tamarac Reporting®.

TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)

This is a Non-Exempt position.

$65-70k

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