Job Title: Senior Portfolio Administrator
Location: Downtown (Hybrid)
Salary Range: $90,000 - $105,000

About Our Client:
Our client is a reputable wealth and investment management group located in downtown. They are dedicated to delivering personalized financial solutions to their clients through innovative investment strategies and efficient portfolio management.

Position Overview:
Our client is seeking an experienced Senior Portfolio Administrator to join their team. This hybrid role is ideal for a detail-oriented professional with a strong background in wealth management operations and client reporting. The successful candidate will support portfolio management activities, client service functions, and ensure the accurate administration of investment portfolios.

Key Responsibilities:

• Maintain and reconcile client investment portfolios, including trade processing and cash management.

• Prepare performance reports, account statements, and client documentation.

• Collaborate with portfolio managers to support investment strategies and client presentations.

• Assist with compliance and regulatory requirements, maintaining accurate records.

• Respond to client inquiries, providing timely and professional service.

• Support new client onboarding and account setup processes.

• Monitor portfolio transactions, including dividends, interest, and corporate actions.

Qualifications:

• Bachelors degree in finance, economics, or a related field.

• Minimum of 7 years of experience in portfolio administration or a similar role.

• Proficiency with portfolio management software and advanced Excel skills.

• Strong attention to detail and analytical abilities.

• Excellent communication and client service skills.

• In-depth knowledge of investment products, including equities, fixed income, and alternative investments.

• Ability to work independently and as part of a collaborative team.

Why Join:

• Hybrid work model offering flexibility and work-life balance.

• Competitive compensation and comprehensive benefits package.

• Opportunity to work with a leading wealth and investment management group.