Investment Management Opportunities

  • DOE
  • New York, NY, USA
  • Permanent, Full time
  • Robert Half - US
  • 29 Sep 16

The Financial Services Group at Robert Half is currently working with a number of PE firms, RIA’s, Multifamily Offices and large PWM groups in NYC looking for Investment Operations, Portfolio Associates/Administrators, and Client Services support at various levels.

The Financial Services Group at Robert Half is currently working with a number of PE firms, RIA’s, Multifamily Offices and large PWM groups in NYC looking for Investment Operations, Portfolio Associates/Administrators, and Client Services support at various levels.
 

Client Service/Portfolio support

• 1-3 years of related experience in PWM Client Service supporting Financial Advisers
• FINRA licensed and non-licensed folks
• Assist the Portfolio Managers in constructing and managing client portfolios
• Respond to client requests/inquiries; execute transactions
• Knowledge of global investment markets, estate planning and tax policy
• Coordinate with operations team on cash flows, wire transfers, etc.
• Strong Excel, Bloomberg


Investment Operations

• 1-3 years’ experience
• Reconciliations, settlements, breaks, wire transfers, filing proxies, trade support
• Monthly reporting for clients
• Corporate actions experience
• Strong Excel preferred (v-lookups, pivot tables, macros, etc.)
• Advent software a plus (AXYS, APX, MOXY)