Job Postings

Portfolio Management/Operations Specialist (Part-time)

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Ashburn, VA
Job Type
Temp To Perm
Jun 12, 2018
Job ID
Wealth Management firm in Ashburn, VA seeks part-time Portfolio Management/Operations Specialist with investment experience.

Company: Wealth Management Firm

Location:  Ashburn, VA
Job Type: Temp to Perm
Hours/Schedule:  15 hours/week, on-site in Ashburn

Rate:  TBD based on experience

Job Description: Seeking highly motivated and detailed individual with financial competencies to assist with all aspects of portfolio management and administrative duties

  • Preparation of client performance reports
  • Preparation of advisor reports
  • Management of trading system workflows
  • Execution of trades, through our custodian
  • Review of existing and development of new systems to support evolving technologies, allowing the firm to be more efficient and provide optimal service to clients
  • Documentation and communication to clients and advisors regarding accounts
  • Ensure compliance documents are always up to date
  • Provide coverage, as needed, for advisors to ensure superior client communication and needs are being addressed quickly
  • 2-4  years of related experience
  • Bachelors Degree
  • Strong organizational skills, attention to detail, positive outlook, and problem solver
  • CFA, CFP, CPA designation a plus
  • Understanding of portfolio management and markets as well as the various types of investment accounts available in the marketplace to include: Traditional IRA, Roth IRA, Trust, Joint, Individual Accounts, etc.
  • Basic understanding of stock, bond, index and mutual fund investments.
  • Acute attention to detail with the ability to multitask and manage multiple ongoing work projects
  • Professional written and verbal communication skills
  • Ability to work independently and alone in the office at times
  • Strong work ethic focused on the both serving the best interest of our clients and growing the strength of the organization
  • Extensive computer skills, with a willingness to embrace learning new technology