2 Portfolio Operations Associate - The Lerner Group Jobs in Deerfield, IL
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Portfolio Operations Associate - The Lerner Group
$72k-99k (estimate)
Full Time | Business Services
1 Week Ago
Hightower Advisors is Hiring a Portfolio Operations Associate - The Lerner Group Near Deerfield, IL
Your Future Team The Lerner Group brings decades of experience to better serve their wealth management clients. Clients we serve include high net worth individuals, foundations, profit sharing and pension plans. We aim to tailor our service to every family's individual needs. The Lerner Group believes that values and investments must consonance. This approach strengthens communication, education, and wealth planning decisions throughout all generations.
The Role We are seeking a successful Portfolio Operations Associate who brings attention to detail, intellectual curiosity, and a growth mindset to this critical role. You will have strong communication skills, and a problem-solving mindset that excels in a fast-paced and evolving organization. You are coachable, and have a willingness to learn our approach to portfolio administration, trade reconciliation and execution, and perform at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful. You will report to the Managing Director, Partner in charge of portfolio management. What You'll Do
Our commitment to our culture is demonstrated every day through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others' perspectives, and have an uncompromising dedication to excellence.
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
The Role We are seeking a successful Portfolio Operations Associate who brings attention to detail, intellectual curiosity, and a growth mindset to this critical role. You will have strong communication skills, and a problem-solving mindset that excels in a fast-paced and evolving organization. You are coachable, and have a willingness to learn our approach to portfolio administration, trade reconciliation and execution, and perform at a high level under variable workloads. As a rapidly growing company, opportunities for internal growth and career development are plentiful. You will report to the Managing Director, Partner in charge of portfolio management. What You'll Do
- Daily reconciliation of portfolio positioning, trade execution and cash management across all client portfolios
- Implement investment and trades strategies for client accounts
- Performance reporting on a monthly and ad hoc basis
- Assist advisors in the preparation of client recommendations and proposals
- Work with the trade team internally and at the custodial level to execute portfolio updates
- Security due diligence
- Work with other teams including Client Service, Compliance, Marketing, and Operations
- Project-based initiatives related to process improvement and implementing new strategies
- 2 years’ experience in Financial Services preferred
- Series 7 and 66 licenses are a requirement
- Investment, Trading, or Portfolio Management related Experience desired
- Proficient in Microsoft Office (Excel, Word, PowerPoint, and Outlook)
- Experience with Advent, Bloomberg, Black Diamond, Fidelity, and Salesforce desired
- Analytical, organizational, and problem-solving skills·
- Team-oriented individual to support a growing advisory practice
- Coverage on the first day of employment for medical, dental, and vision insurance
- 401k Matching Plan
- Student Loan Assistance
- Pet Insurance
- Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
- Hybrid work schedule
Our commitment to our culture is demonstrated every day through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others' perspectives, and have an uncompromising dedication to excellence.
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Business Services
SALARY
$72k-99k (estimate)
POST DATE
05/18/2024
EXPIRATION DATE
07/05/2024
WEBSITE
hightoweradvisors.com
HEADQUARTERS
CHICAGO, IL
SIZE
200 - 500
FOUNDED
2007
TYPE
Private
CEO
ELLIOTT WEISSBLUTH
REVENUE
$10M - $50M
INDUSTRY
Business Services
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About Hightower Advisors
HighTower Advisors is a financial services firm that provides fiduciary financial planning, wealth management and investment services.
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