Portfolio Administrator
2 weeks ago
Parcion Private Wealth is seeking a highly motivated and detail-oriented Portfolio Administrator to join our team. As a Portfolio Administrator, you will play a critical role in the success of our firm by providing administrative support to our investment management team.
Key Responsibilities:- Review daily cash positions, out-of-tolerance client accounts, and new cash flow activity (inbound or outbound)
- Administer client information related to investment trading and reporting software
- Identify and monitor tax-loss harvesting opportunities
- Research portfolios for unassigned holdings and work with Investments + Advisory to determine what to do with the positions
- Monitor margin accounts and set up new accounts and assets in portfolio software
- Bachelor's degree in business, economics, or finance
- Minimum 2-3 years' experience in investment management/financial services
- Strong analytical skills and attention to detail
- Intermediate level user of MS Office suite, with preference given to advanced level understanding
- Competitive salary and incentive bonus structure
- Full benefits package, including generous paid time off, health, dental, vision, life, disability, and 401(k)
- 401(k) match up to 3% of annual pay
- Paid Time Off: 21 days per year, with PTO accrual program
- Career and Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching, and ongoing development programs
Parcion Private Wealth is a fast-growing Registered Investment Advisor (RIA) and boutique virtual multi-family office. We partner with business owners and their families to unlock the true potential of their wealth. We show them how to care for the people they love for generations. We help them get clear and think bigger about what's next. Keeping more of what they've built for themselves, their family, and the causes they care about.
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