Portfolio Operations Associate

Job Type

Full-time

Description

Growing Metrowest Registered Investment Advisory firm is seeking an experienced Portfolio Operations Associate to join our team. The primary function of this role is to handle the day-to-day management of client portfolios, ensuring they are being invested according to assigned strategies and allocations, while managing ongoing account needs such as distributions, contributions, and rebalancing.

The Portfolio Operations Team is a centralized group within the firm that works closely with Wealth Managers and the Investment Team to provide clients with custom-tailored investment portfolios to help them achieve financial peace of mind.

This is a hybrid position with the candidate expected to report to our headquarters in Westborough, MA.

Key Responsibilities

• Manage daily portfolio operations ensuring adherence to investment strategies and target allocations
• Process and oversee client account transactions including contributions, distributions, transfers, and systematic rebalancing
• Collaborate with Wealth Managers to implement portfolio adjustments and address client needs
• Partner with the Investment Team to execute strategy changes and allocation shifts
• Monitor portfolio compliance and drift tolerances
• Respond to the Chief Compliance Officer and other compliance personnel on matters as needed
• Follow all compliance procedures as outlined in the Compliance Policy and Procedures manual
• Perform other related duties as required
  
  

Requirements

• Bachelor's degree required
• Minimum 3 years of relevant industry experience required
• Experience with Orion and Orion Eclipse a plus
• Salesforce CRM experience a plus
• Trading and capital markets experience a plus
• Strong Excel skills
• High degree of accuracy and attention to detail
• Strong organizational skills with ability to manage multiple priorities
• Ability to work effectively both independently and collaboratively in team settings
  
  

Benefits

We offer a comprehensive benefits package including:

• 401(k) retirement plan
• 401(k) match
• Health insurance
• Dental insurance
• Vision insurance
• Flexible spending accounts
• Health savings account
• Life insurance
• Disability insurance
• Paid time off
• Parental leave
  
  

Why Join Us?

• Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways.
• Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized.
• Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication.
  
  

If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes and in delivering an unparalleled experience to our clients!

Salary Description

$70,000-$90,000 per year