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Position Overview:

Works as part of a team of portfolio associates responsible for assisting portfolio managers in servicing the needs of Institutional and High Net Worth clients.  Responsibilities range from acting as the first point of contact for clients to providing administrative support to portfolio managers.   

Responsibilities:

• Create and assemble client presentations
• Open new accounts and monitor transfer of assets
• Research and respond to client inquiries
• Review, merge and mail quarterly letters and appraisals
• Prepare special client reports as requested
• Prepare and mail estimated quarterly tax payments and handle annual tax packages
• Update and maintain client database and files
• Review client investment policy statements and ensure accuracy
• Create and maintain informational spreadsheets and databases used to monitor and oversee conformity of client investment portfolios with investment policy statement.
• Serve as occasional backup for the front desk

Qualifications:

• A bachelor degree with at least 2-5 years of experience in a similar financial services position; some knowledge of investment management preferred.
• Client first attitude with clear understanding of superior service - both internal and external.
• Exceptional interpersonal skills to interface with prospective and existing clients, brokers and internal staff at all levels.
• Proficiency with MS Office Suite a must with knowledge of or ability to learn investment software; i.e., Advent/APX experience a plus.
• Considerable tact and discretion to handle sensitive information.
• High attention to detail with a high degree of accuracy and consistency.
• Ability to multi task, to prioritize work and to work independently or effectively in a team.

To Apply: 

Please email Lesli O'Connell with any questions or to apply for the position.