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Hjw Executive Search - Shelton, CT
posted about 1 month ago
Full-time - Entry Level
Hybrid - Shelton, CT
Professional, Scientific, and Technical Services
About the position
The Portfolio Administrator role at HJW Executive Search LLC involves supporting the investment administration of customized portfolio strategies for client accounts. This position is crucial for ensuring accurate implementation of portfolio changes and maintaining compliance with investment guidelines.
Responsibilities
- Accurate and timely implementation of portfolio and asset changes for multiple client accounts.
- Investment of new client accounts and deposits to existing accounts.
- Daily communication with clients by phone and email.
- Scheduled reviews of client accounts to ensure compliance with guidelines.
Requirements
- Bachelor's degree in business, finance, or economics.
- Strong mathematical skills required.
- Minimum of 2 years relevant experience preferred.
- Experience working with accounting software.
Nice-to-haves
- Experience with Indata iPM is a plus.
