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