Job Title:
Investment Portfolio Operations Associate
Job Code:
5518AC
Job Category:
Investment Operations
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Jul 30 2020
Expires On:
Jul 31 2020
Responsibilities:
A 50-person, $7B RIA located in Boston is seeking an Investment Portfolio Operations Associate. This individual will be tasked with providing comprehensive client portfolio support, interacting with a wide array of internal and external parties during the execution of these duties.This is a TREMENDOUS opportunity to join a top RIA in Boston which maintains a collaborative, dynamic culture and prospects for continued growth and development.


Responsibilities

-Facilitate daily portfolio transactions including monitoring and executing trading activity, asset transfers, and other duties in the realm of portfolio maintenance
-Address portfolio inquiries, discrepancies and/or requests for information via interaction with multiple parties including advisors, custodians, and clients
-Create materials for current and prospective client meetings
-Collaborate with multiple departments to complete ad hoc project work
Qualifications:
Qualifications
-Bachelor's degree
-1-3 years of relevant experience at a financial services firm; A recent college graduate who completed an investment operations or client service-themed work experience at a financial services firm during the pursuit of his/ her degree is also a candidate profile of interest
-Outstanding written and verbal communication skills, an innate ability to develop strong workingrelationships, and a keen attention to detail
Required Years of Experience:
1
Additional Info:
CONTACT: Adam Cordeiro: AdamC@fanning-boston.com | phone: 617-728-4100
Salary Range:
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