Portfolio Management Specialist

3 weeks ago


Indian River Shores, Florida, United States Caelestibus Full time
About the Role

The Portfolio Management Specialist will conduct quantitative analyses of various investment and financial programs.

Responsibilities include:

  • Conducting cost analysis on financial programs and operations
  • Determining financial status and analyzing forecast results
  • Performing month-end client valuation for assigned funds
  • Researching and assessing offshore and domestic fund options
  • Resolving accounting errors on a timely basis with documentation
  • Preparing profit and loss models

We pride ourselves on combining cutting-edge technology and personalized service to meet the varied investment needs of our clients.



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