Fixed Income Operations & Portfolio Associate

Wealth Management group seeking Fixed Income Operations & Portfolio Associate

We are an Independent Wealth Management team catering to high-net-worth families seeking a detail oriented, professional and discreet team member to work in our fixed income operations and portfolio associate role. Ideal candidate has high energy, strong work ethic, and a desire to grow as a contributing member of our team. 

Responsibilities

The successful candidate will work closely with the team’s portfolio manager and will be responsible for:

• Allocating and processing fixed income trades done with the street and across client accounts;

• Preparing and reviewing portfolio analytics and performance reports;

• Monitoring portfolio characteristics, cash positions, and investment guidelines;

• Assisting with trade reconciliation and maintaining accurate portfolio records;

• Utilizing portfolio management and trading systems to ensure timely and accurate execution;

• Assisting with investment research and other projects as needed;

• Communicating with client base requiring an intelligent, confident and engaging demeanor in every conversation;

• Providing general office and administrative support during periods of lighter trading activity.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field preferred;

• 3 years experience in investment management, wealth management, trading operations, or portfolio administration;

• Highly proficient in Microsoft Excel, with the ability to build complex spreadsheets and analyze large data sets across several spreadsheets. Must effortlessly execute VLOOKUP, SUMIFS, INDEX/MATCH, IF/THEN functions;  

• Meticulous organizational skills;

• Strong written and verbal communication skills;

• Value direct, timely communication and be comfortable conducting business by telephone;

• Self-motivated, dependable, and desire to take ownership of a variety of responsibilities;

• Knowledge of fixed income securities is a plus, but we are willing to train the right candidate.

What We Offer

• Opportunity to work directly with experienced portfolio manager;

• Broad exposure to portfolio management, trading, and wealth management operations;

• $70,000 - $100,000 salary range plus benefits;

• Professional growth in a stable, collaborative environment.

If you are looking for a career with a growing wealth management team where no two days are the same and where attention to detail and initiative are valued, we encourage you to apply.