Portfolio Administrator

Location
Overland Park, Kansas
Salary
Salary commensurate with experience
Posted
Jun 24, 2021
Closes
Aug 25, 2021
Industry Sector
Asset Management
Employment Type
Full Time

Meritage Portfolio Management, Inc. is seeking an experienced Portfolio Administrator to join our growing firm.

Key Responsibilities

Work closely with our Director of Trading, Portfolio/Relationship Managers, and the Operating Team to:

  • Monitor and facilitate portfolio positioning of client cash movement requests of all types.
  • Communicate with Portfolio/Relationship Managers on new account funding, existing account deposits and withdrawals, and income cash build-up to ensure timely investment or liquidation of client assets
  • Generate general strategy trade allocations, while maintaining specific client parameters
  • Assist in trading equities, ETFs and mutual funds
  • Use APX and other software tools, to execute internal reports and data requests.
  • Communicate directly with clients, outside consultants and partners when needed.

 

Desired Qualifications

Skills/Experience

  • Bachelor’s degree in Business, Finance, Accounting, Economics and/or CFA/CFP preferred
  • Five+ years of experience in back/middle financial services, preferably within the Asset Management space
  • A clear understanding of investment markets and financial systems
  • A natural aptitude for mathematics, analytical thinking, and problem solving
  • Ability to exercise independent judgment with a keen sense of attention to detail
  • Experienced user of SS&C Advent Software products (APX, Moxy) preferred
  • Proficient in Microsoft Office, PowerPoint, and advanced Excel skills
  • Strong communication skills both verbal and written

Meritage Portfolio Management is a $2.0+ billion asset management boutique based in the Kansas City metro. It employs a proprietary investment process, which drives a multi-strategy investment platform. It serves institutional and wealth management clients.