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Portfolio Administrator

Company: BECK, MACK & OLIVER LLC
Location: New York
Posted on: February 25, 2021

Job Description:

The candidate should demonstrate maturity with 7+ years' experience working at a financial services/investment advisory firm.Position OverviewThe portfolio administrator is part of a team of portfolio administrators supporting the Firm's portfolio managers and directly interacting with and supporting clients.Strong written and verbal communication skills are required, as well as a thorough, organized approach to work and excellent attention to detail.The portfolio administrator is expected to develop excellent working relationships with the Firm's clients.This role also includes producing quarterly and/or monthly client reporting.CompetenciesAccount Management - Knowledge of investment account management practices, tasks, and tools and ability to provide services and support to clients.Accuracy and Attention to Detail - Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.Prioritize multiple tasks and deadlines, escalate issues as necessary.Ability to work independently and in a team environment.Proven success solving problems and meeting deadlinesProactive, ability to take ownership of day to day responsibilitiesWorking knowledge of investment adviser regulations, policies and procedures.Working knowledge of portfolio management systems/ CRMs (Advent Axys, Moxy experience a plus).Bachelor's degree required.-The workplace is collegial and characterized by job tenures measured in decades.Competitive pay package, generous benefits - including vacation, health and dental insurance, and profit sharing.

Keywords: BECK, MACK & OLIVER LLC, New York , Portfolio Administrator, Other , New York, New York

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