PORTFOLIO ADMINISTRATOR AND SEC COMPLIANCE LIASON

Location
Century City, California
Salary
Based upon experience
Posted
Jun 15, 2021
Closes
Jul 15, 2021
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Century City Investment Counseling Firm seeks Portfolio Administrator to work closely with Portfolio Manager, brokers, and Investment Counseling clients.  This position will be responsible for portfolio management accounting, including all billing and purchases, performance numbers, and client quarterly reports.  Advent experience preferred.  Good math aptitude, organized, detail oriented, follow through skills, and a good sense of confidentiality, brokerage experience a plus along with Excel proficiency.

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