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Portfolio Administrator

Company: Summit Place Financial Advisors
Location: Summit
Posted on: February 25, 2021

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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