Reference Number: MHH7650
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 Wealth Portfolio Operations Specialist. Our client focuses solely on investment returns for its clients. This individual will then be integral in using Advent Black Diamond to trade and manage client portfolios.

Responsibilities:

• Implement the Portfolio Management Committee’s model portfolio allocations within client accounts.
• Calculate and execute trades across client accounts while considering tax/cost impacts and individual client mandates/constraints.
• Assist other team members with the transition from Advent Axys to Advent Black Diamond as our portfolio recordkeeping system.
• Monitor client investment portfolio allocations and drift.
• Monitor custodian and third-party reconciliation services to ensure our portfolio recordkeeping system has accurate and comprehensive data.
• Investigate/resolve reconciliation issues.
• Supports the Portfolio Management Committee with portfolio and client-related initiatives as needed.

Requirements:

• 2+ years of asset management operations/trade settlement experience.
• Bachelor’s degree; Advanced degree, designations all preferred.
• Experience acting as a liaison with custodians, preferably Bank of America Private Bank, Pershing, and/or Schwab.
• Experience working with a Portfolio Management and Reporting System, preferably Advent Black Diamond or Advent Axys.
• Experience with an Order Management System (OMS) – Portfolio Construction, Trade/Settlement confirmation, cost analysis, and reconciling data with external/internal systems.
• 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: MHH7650