Portfolio Associate
Our client is looking for a Portfolio Associate to join the team! This position is supporting the Portfolio Manager and team. Job responsibilities include high touch client service, establishing new accounts, trade processing and trade allocations, interfacing regularly with Trading, Compliance. Must follow the markets.
SERIES 7, 63 or 66 required. Facility with technology, including using a PMS, and, strong Microsoft Excel skills required. Candidate will have an excellent opportunity to advance in this role. Must have relevant experience.
This listing is sourced from a third-party job board. Applying will redirect you to the original posting.
PSI Groups
PSI Groups
Emporium TPO
Open Systems Technologies