Portfolio Implementation team supports Portfolio Managers and internal teams
Monitor portfolios and markets to assist managers in client asset management
Handle order origination, pre-trade compliance, cash flows, and dispersion monitoring
Develop tools and reporting to support Portfolio Management
Collaborate with Portfolio Managers, Traders, Compliance, Client Service, and PMs

🎯 Requirements

Bachelor’s degree with strong academic track record
Minimum 5 years of relevant investment management experience
Knowledge of investment processes and product types
Experience reviewing client and regulatory guidelines
Strong organizational skills and attention to detail
Excellent interpersonal and independent work skills

🎁 Benefits

Medical, prescription drug, dental and vision insurance
Paid time off
Profit sharing and 401k plan
Tuition reimbursement
Commuter and holistic wellness benefits
Volunteer programs

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