Portfolio Management Associate
4 weeks ago
Responsibilities:
• Utilize technology to maintain firm-wide software, including Money Guide Pro, Envestnet Tamarac, Asset Map, and Rubex (document management).
• Assist in managing daily processes, including updating and maintaining investment data and client model portfolios.
• Play a key role in trading and rebalancing client investments.
• Assist in the preparation of client annual reviews and monitor investments by analyzing weekly and quarterly reports.
• Aid in the preparation of regulatory compliance elements in conjunction with our compliance consultant.
• Use 3M, Accounting Software Systems, ADP - Financial Services, Bloomberg Terminal, CRM, About Time, Budget Processes, Capital Management, Collection Processes, and Communication skills to perform tasks efficiently and effectively.
• Maintain a flexible hybrid work environment after the training period.
• Minimum of 5 years of experience in a similar role is required.
• Proficiency in using 3M systems.
• Familiarity with various Accounting Software Systems.
• Experience with ADP - Financial Services.
• Competence in using Bloomberg Terminal.
• Knowledge and experience with CRM systems.
• Proficiency in using About Time software.
• Understanding and experience with Budget Processes.
• Skills in Capital Management.
• Experience with Collection Processes.
• Excellent Communication skills are essential.
For more information on this Portfolio Management Associate position and other full-time accounting and finance opportunities, please contact us at 302.985.5183 and reference JO#00800-0013128870.
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