PortfolioCenter & Tamarac RIA Operations Support - Job Description

Our growing firm is a back office outsource service provider of Operations, IT and Compliance services to Registered Investment Advisor firms. We provide a unique growth opportunity for investment operations professionals to expand their knowledge, experience, and skill set in a challenging environment. We are specifically seeking individuals with Portfolio Management software experiences such as: Envestnet Tamarac and/or Envestnet PortfolioCenter.

PRIMARY DUTIES AND RESPONSIBILITIES:

• Portfolio management stewardship: Envestnet Tamarac and/or Envestnet PortfolioCenter
• Daily account share & cost basis reconciliation review
• Corporate Action review
• Account set-up and maintenance
• Performance reporting
• Billing calculations & reporting
• Maintain written procedures
• Project support
• Client interaction/Client servicing

SKILLS AND ABILITIES:

• Microsoft Office software proficiency
• Must have excellent composition and verbal communication skills.
• Must excel in an independent working environment as well as work successfully within a team.
• Must work well under pressure and tight deadlines.
• Excellent logical reasoning
• Must have reliable and dependable with a good work ethic
• Must have strong attention to detail
• Must have excellent organization skills
• Must have good people skills with a great customer service attitude
• Positive attitude, motivated and friendly

Experience with the below software types a plus:

• Portfolio Management ( Orion Advisors, Advent Axys, APX, Black Diamond)
• Rebalancing Software
• CRM
• ConnectWise Manage

Salary DOE.

Please submit:

• Cover letter including salary expectations
• Resume
• A list of software experience

Job Type: Full-time

Job Types: Full-time, Part-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• PortfolioCenter: 1 year (Required)
• Tamarac: 1 year (Preferred)

Language:

• English (Required)

Shift availability:

• Day Shift (Required)

Work Location: Multiple Locations

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