Portfolio Administrator
Company: Summit Place Financial Advisors
Location: Summit
Posted on: February 25, 2021
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Job Description:
Summit Place Financial Advisors is seeking an Investment
Portfolio Administrator to support a busy and highly successful
Wealth Management firm.--The ideal candidate should be bright,
energetic and investment career oriented with a desire to grow with
the firm.--The role includes being responsible for the investment
management system, including assisting in the implementation of a
new system, reconciling morning portfolios, generating regular
portfolio and client reports and assisting with trade execution.
Responsibilities also inlcude providing investment analytics and
holdings reports to support portfolio managers using excel and
online data resources. This is a great entry level position for
someone who wishes to develop into an investment analyst or
portfolio manager.New business/finance undergraduates with a desire
to be in the financial service industry are encouraged to
apply.Qualifications:* BA or BS degree in finance, economics or
related quantitative field is preferred* Basic understanding of
investment securities and markets* Demonstrated ability to easily
master new software programs* Deep comfort with Excel and
proficiency with all programs in Microsoft Office* Extremely
organized, able to determine priorities and an ability to
multi-task* Ability to write and communnicate investment topics
clearly* Positive personality and desire to work in a collaborative
environment* Must demonstrate high integrity and dedication to
excellence* Desire to be part of a growing firm with multiple
duties and multiple growth opportunitiesBenefits:* Base salary and
corporate bonus program* Company supported health insurance*
Commuting and flexible health spending benefits* 401k plan with
company contribution and profit sharing* Great work environment
with ongoing professional developmentPlease include a cover letter
explaining why you are an ideal candidate for this position along
with your resume.Industry* Financial Services--Investment
ManagementEmployment TypeFull-timeEdit job description
Keywords: Summit Place Financial Advisors, New York , Portfolio Administrator, Other , Summit, New York
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