Portfolio Trader and Administrator | West Conshohocken, Pennsylvania

Reference Number: MHH7259
Location: West Conshohocken, Pennsylvania

Judson Group has partnered with a successful RIA that currently manages in excess of $2B in client assets in the search for a Portfolio Trader and Administrator. Our client focuses solely on investment returns for its clients. This individual is responsible for managing adjustments to client investment portfolios allocations on a day-to-day basis.

Responsibilities:

  • Implement portfolio changes across all client portfolios through execution of trades.
  • Make portfolio adjustments from the model targets due to individual client needs (legacy holdings, money flows and distributions).
  • Responsible for thorough knowledge of client portfolios and accounts.
  • Implement and maintain client mandates from conversations portfolio managers have with clients.
  • Review and monitor portfolio performance and manage taxability where applicable.
  • Monitor market activity as it pertains to portfolio holdings.
  • Monitor and report on model portfolio funds for performance and significant events (Manager change, AUM, sector changes, other major divergences from original mandate).
  • Research, develop and present investment ideas as part of the Portfolio Management Committee.

Requirements:

  • 2+ years investment/wealth management experience.
  • Bachelor’s degree; Advanced degree, designations all preferred.
  • Extensive experience with Advent AXYS.
  • Familiar with Global Investment Performance Standards (GIPS).
  • Morningstar and Bloomberg a plus.
  • 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: West Conshohocken, Pennsylvania

Reference Number: MHH7259

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