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Portfolio Operations Specialist

Company: VirtualVocations
Location: Rochester
Posted on: October 30, 2024

Job Description:

A company is looking for a Portfolio Operations Specialist responsible for managing third-party asset management platforms and supporting client service needs.



Key Responsibilities

Advise internal trading teams and outside asset managers to ensure client needs are met
Monitor third-party asset management platforms for proper trading and asset allocations
Assist client service teams with reallocating investment strategies in client portfolios


Required Qualifications and Education

High school diploma required; Bachelor's degree preferred in Business, Economics, Accounting, or Finance
At least 1 year of experience in a professional investment management environment preferred
Experience with Envestnet systems is helpful
Familiarity with Salesforce, Microsoft Excel, and Microsoft Access is beneficial

Keywords: VirtualVocations, Rochester , Portfolio Operations Specialist, Other , Rochester, Minnesota

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