Portfolio Accounting/Operations Specialist | Atlanta, Georgia

Reference Number: MH7260
Location: Atlanta, Georgia

Judson Group has partnered with a successful RIA in the search for a Portfolio Accounting/Operations Specialist. This individual is responsible for operational, administrative, and technical support surrounding investment data and portfolios.

Responsibilities:

  • Responsible for overseeing administrative tasks related to reporting, reconciliation, and maintenance of client portfolios, including billing and client reporting and performance.
  • Manage the daily operational aspects of our custodial and portfolio management platforms, which include Orion Technology, Eclipse, and TD Ameritrade.
  • Create and optimize efficient solutions to improve and automate workflows, reporting, real-time dashboards, and analytics capabilities.
  • Responsible for the review of the model and update of models for the client accounts. Works with the head of investments to update models and rebalance accounts.
  • 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.
  • Develop and implement operational processes and procedures to support current and future reporting delivered to clients.

Requirements:

  • 3+ years investment/wealth management experience.
  • Bachelor’s degree; Advanced degree, designations all preferred.
  • 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: Atlanta, Georgia

Reference Number: MH7260

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