Investment Portfolio Coordinator

7 days ago


Baltimore, Maryland, United States Russell Tobin Full time
Job Title: Investment Portfolio Coordinator

Russell Tobin seeks an experienced Investment Portfolio Coordinator to join our team. In this role, you will be responsible for conducting thorough position and activity reconciliations to identify and mitigate potential risks.

Key Responsibilities:
  • Perform daily reconciliation of positions and activities to ensure accuracy and consistency
  • Collaborate with portfolio managers to ensure seamless execution of financial transactions
  • Design and implement process improvements to minimize risk and optimize the managed account platform

Estimated Salary: $72,000 - $92,000 per year



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