Portfolio Administrator
at HJW Executive Search LLC
in
Shelton,
Connecticut
Posted in Other about 4 hours ago.
Type: full-time
Job Description:
We are currently working on a Portfolio Administrator role with an investment advisory firm in CT.
This role will help with the investment administration of customized portfolio strategies for client accounts.
Responsibilities
- Accurate and timely implementation to multiple client accounts of portfolio and asset changes
- Investment of new client accounts and deposits to existing accounts
- Daily communication by phone and email
- Scheduled reviews of client accounts to ensure compliance with guidelines
Education/Skills:
- Bachelor's degree in business, finance, or economics.
- Strong mathematical skills required
- Experience with Indata iPM is a plus.
Work Experience
- Minimum of 2 years relevant experience preferred
- Experience working with accounting software.
This role is hybrid in office 4 days in CT -- MUST BE IN CT
Will not sponsor for this role