Client Service and Portfolio Management Associate

Location
Cornelius, North Carolina
Salary
Base salary of $35,000 to $40,000 plus bonus based on firm performance
Posted
Jun 20, 2017
Closes
Aug 19, 2017
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Bachelors

We are a small firm that is growing consistently.  As a member of the team, you will have diverse responsibilities to learn the business, clients, investments, and processes.  Further career advancement into more portfolio management or financial advisory role available.

Client Service

  • Assistance with Business Development Efforts
  • Client Service Requests
  • New Account Set up
  • Phone Answering

Portfolio Management

  • Reconciliation for Morningstar Office
  • Model portfolio worksheet maintenance and improvement
  • Model portfolio maintenance
  • Rebalancing
  • Trading
  • VEO/Schwab alert management
  • Investment Research