
Senior Portfolio Optimization Specialist
1 day ago
We are seeking a detail-oriented and proactive Portfolio Rebalancing Associate to oversee our portfolio rebalancing system. In this role, you will be responsible for implementing investment allocation models, managing clients' requests for funds, monitoring cash balances, executing trades on a weekly basis, and overall system functionality.
The ideal candidate will have a strong understanding of securities, a keen analytical mindset, and a passion for optimizing system processes.
Key Responsibilities:
- Model Implementation: Implement assigned investment allocation models that align with client objectives.
- Portfolio Maintenance: Regularly assess portfolio deviation and make necessary adjustments.
- Cash Balance Monitoring: Monitor cash balances in client accounts to identify funds available for investment.
- Weekly Trade Implementation: Execute trades on a weekly basis to rebalance client portfolios.
- Rebalancing System Maintenance: Ensure the portfolio management system is functioning effectively.
Required Qualifications:
- US-based securities license (Series 65 or Series 7).
- Proficient with portfolio management platforms (such as Black Diamond or Morningstar), MS Excel, and other financial tools used for tracking and rebalancing portfolios.
- 3-5 years experience in Investment Management, Wealth Management, and/or Financial Advisory Firms industry.
- Familiarity with asset allocation, portfolio analysis, and rebalancing strategies.
Additional Requirements:
- Exceptional command of the English language, both verbal and written.
- Bachelor's Degree or equivalent work experience.
- Ability to multi-task, work independently, and/or within a team, prioritizing work requests to meet deadlines.
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