Portfolio Development Manager

2 days ago


Shelton, Connecticut, United States MTC Holding Corporation Full time

About the Role

At MTC Holding Corporation, we're seeking a skilled Portfolio Implementation Specialist to join our fast-growing business unit.

This role offers an exciting opportunity to contribute to client portfolio management, trade creation, and compliance monitoring. Your expertise will be essential in assisting clients with their cash needs and effectively communicating trade rationale to bank/trust clients.

Key Responsibilities:

  • Portfolio modeling and trade creation
  • Compliance monitoring and risk management
  • Client cash management and financial planning
  • Effective communication with clients and internal stakeholders

Requirements:

  • Bachelor's degree in Finance, Economics, or related field
  • 3-5 years of experience in investment management
  • Series 65 License
  • Strong Excel skills and data analysis abilities
  • Excellent communication and interpersonal skills
  • Able to work collaboratively in a team environment and manage multiple tasks simultaneously

What We Offer:

Our competitive salary range for this position is $68,000 - $113,000 per year. As an Equal Opportunity Employer, MTC Holding Corporation values diversity and inclusivity in the workplace. We strive to provide a supportive and collaborative environment that fosters professional growth and development.

About Us:

MTC Holding Corporation has been delivering exceptional investment advisory services since 1966. Our commitment to excellence and customer satisfaction drives us to continuously innovate and improve our services.



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