What are the responsibilities and job description for the Portfolio Analyst position at Ascendo Resources?
Portfolio Analyst, Private Wealth
Ascendo is excited to present this opportunity in the financial services industry. We are seeking a proactive and self-reliant professional to manage the daily administration of an established book of business. This essential position focuses entirely on operational support and account management, helping to streamline workflows for a senior advisory team. The ideal professional will bring a strong background in independent broker-dealer account administration along with an active Series 7 registration to ensure seamless trade execution.
Responsibilities
- Direct the daily administrative and operational workflows for an assigned segment of client accounts.
- Process and execute retail trade orders accurately while maintaining strict regulatory compliance.
- Serve as the primary operational contact for established clients to deliver elite account service.
- Coordinate closely with senior wealth advisors to maintain seamless portfolio maintenance.
Qualifications
- Active Series 7 registration with a practical transactional background.
- 2 years of experience handling trade execution within a broker-dealer framework.
- Bachelor's degree in economics, finance, or a related business field.
- Demonstrated ability to manage account administration and operational tasks independently.
- Ability to commute onsite 5 days a week to the Palm Beach County area.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.