Portfolio Operations Specialist

Location: Remote
Compensation: To Be Discussed
Staff Reviewed: Mon, Mar 25, 2024
This job expires in: 9 days

Job Summary

A company is looking for a Portfolio Operations Specialist.

Key Responsibilities:
  • Advise internal trading team, outside asset managers, and investment platforms to ensure client needs are met and accounts are invested correctly
  • Review accounts for accuracy, proper record keeping, and adherence to asset allocation policies
  • Configure accounts to implement company strategies on third-party systems and assist client service teams with reallocation of investment strategies

Required Qualifications:
  • High school diploma required, Bachelor's degree preferred in Business, Economics, Accounting, or Finance
  • 1 year of experience in investment management environment preferred
  • Experience with Envestnet systems helpful
  • Proficiency in Salesforce, Microsoft Excel, and Microsoft Access beneficial

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