Portfolio Administrator - Institutional Asset Management
Scranton Admin Building (PA821), United States
USD 55K-106K (estimate) Mid-level Full Time
Tasks
- Aggregate daily financial data
- Coordinate RFP/RFI responses
- Coordinate client meeting logistics
- Maintain client account information
- Maintain data integrity across workflows
- Monitor cash transactions
- Prepare client reports
- Prepare portfolio review materials
- Prepare presentation materials
- Prepare proposals and pitch materials
- Prepare trade workflows
- Respond to client inquiries
- Support client relationships
- Support internal sales reporting
- Support modeling activities
- Support portfolio rebalances
- Track sales pipeline
- Update CRM Salesforce
Perks/Benefits
- 401k match
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Wellness program
Skills/Tech-stack
CRM | FactSet | Financial Modeling | Portfolio rebalancing | RFI | RFP | Salesforce | Seismic | Tableau
Education
Roles
Regions
Countries
States
Cities
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