Portfolio Operations Specialist

Location: Remote
Compensation: To Be Discussed
Staff Reviewed: Fri, Jun 07, 2024
This job expires in: 14 days

Job Summary

A company is looking for a Portfolio Operations Specialist.

Key Responsibilities:
  • Advising internal trading team, outside asset managers, and investment platforms to ensure client needs are met and accounts are invested correctly
  • Reviewing accounts for accuracy, record-keeping, and adherence to asset allocation policies
  • Configuring accounts to implement company strategies on third-party systems and assisting with reallocation of investment strategies in client portfolios

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

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