Portfolio Manager Assistant

4 days ago


Baltimore, Maryland, United States Russell Tobin Full time
About Russell Tobin

Russell Tobin is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. Our team of experts is committed to providing exceptional service and support, and we are seeking a skilled and motivated individual to join our ranks.

The successful candidate will be responsible for assisting teams and clients with investments in managed accounts, coordinating with portfolio managers, and performing reconciliations to mitigate risk. They will also be expected to design process improvements to reduce risk across the managed account platform.

We offer a competitive salary of $65,000 - $85,000 per year, depending on experience. In addition, our benefits package includes health insurance, retirement savings plan, and paid time off.

Key Responsibilities:

  • Assist teams and clients with investments in managed accounts
  • Coordinate across portfolio managers on fundings, withdrawals, trading requests, and account attribute changes
  • Perform position and activity reconciliations to mitigate risk
  • Mitigate risk across the managed account platform by designing process improvements

Required Qualifications:

  • 0-3 years of experience in finance or a related field
  • Strong focus on risks, controls, and attention to detail
  • Excellent communication and interpersonal skills
  • Ability to work proactively with all levels
  • Ability to work effectively in a team environment
  • Strong analytical skills
  • Knowledge of Microsoft Office and web-based applications


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