Senior Portfolio Administrator | Chicago, Illinois

Reference Number: HRJ6892
Location: Chicago, Illinois

Judson Group has partnered with a successful investment advisory firm that currently manages in excess of $3B in client assets in the search for a Senior Portfolio Administrator. This individual is responsible for operational, administrative, and technical support.

Responsibilities:

  • Responsible for overseeing administrative tasks related to reporting, reconciliation, and maintenance of client portfolios.
  • Responsible for thorough knowledge of client portfolios and accounts.
  • Responsible for various reports including month-end, quarter-end, and year-end billings and statement generation.
  • Manage and update composites for performance reporting.

Requirements:

  • 3+ years investment/wealth management experience.
  • Bachelor’s degree; Advanced degree, designations all preferred.
  • Extensive experience with Advent Portfolio Exchange (APX).
  • Familiar with Global Investment Performance Standards (GIPS).
  • Desired traits include client service mentality, self-starter, and sense of urgency.
  • Exceptional communication and presentation skills.

Compensation: Attractive compensation package including base salary and benefits

Location: Chicago, Illinois

Reference Number: HRJ6892

Apply Now

Applicant Information

Contact Information


Comments(0)

Leave a Comment