Summary Firm : Gratus Capital is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional value to our clients. As one of the leading organic growth firms in the country, Gratus has been named the No. 4 RIA firm in the U.S. and No. 1 in the Southeast by Forbes and Shook Research on the list of the Top 100 RIA Firms.
Team : The Investment Strategy Group (ISG) delivers a superior investment management offering across traditional and alternative asset classes. We have built a collegial atmosphere where personal growth, learning, and open debate are encouraged. We foster an environment of teamwork, cross-team collaboration, and unconstrained thinking to improve processes and produce extraordinary results.
Role : The Portfolio Administrator supports the implementation of ISG strategies and key projects of the team. This individual is responsible for a wide range of duties related to trading, operations, and compliance. We are always growing, innovating, and improving. This individual should expect a dynamic and fast-paced environment.Overall Responsibilities

• Support trading operations (Equities and Fixed Income).
• Document portfolio manager’s trade decisions in accordance with compliance standards.
• Support with administration of outside investment trading platforms for both options and retirement plan providers.
• Review client transactions and activity.
• Manage, translate, and analyze data.
• Assist in creating ad-hoc reports for both ISG team and firm advisors.
• Execute investment operations processes (trade reconciliation, report audits, systems maintenance, compliance tasks).
• Help introduce automation and scalability to ISG processes and task management. Will play a role in new software evaluation.
• Master technologies and tools (Tamarac, Salesforce, Schwab Institutional Intelligent Portfolios).

Qualifications

• Bachelor’s degree required.
• Knowledge of and interest in financial products and capital markets.
• Technologically proficient in Microsoft Office (specifically Excel), portfolio management software such as Tamarac, Salesforce CRM, and custodial platforms.
• Familiarity with or interest in a programming or scripting language
• Commitment to teamwork, continual improvement, and accuracy.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.

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