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Portfolio Administrator Client Service Associate Advent Axys APX exp.

Company: Portfolio Placements & Resumes, LLC
Location: Greenwich
Posted on: November 14, 2021

Job Description:

Job Description My client, a buy side RIA with AUM of $ 800 million is looking to hire a portfolio administrator/client service associate with current or prior experience at another RIA/Buy-side firm like theirs and experience with separate accounts and HNW clients. Duties to include working on the ADVENT Portfolio system, monthly reports to clients, portfolio manager updates, monthly and quarterly performance along with projects and client special requests, work with HNW clients Salary budgeted for this position is UP TO $75,000 plus year end bonus and great benefits. NEAR THE METRO TRAIN NORTH STATION YOU MUST HAVE CURRENT OR REAL RECENT EXPERIENCE USING THE ADVENT SUITE OF PRODUCTS i.e. APX, Advent Portfolio Exchange, Moxy, Axys or another portfolio system AND HAVE EXPERIENCE WORKING FOR A REGISTERED INVESTMENT ADVISORY FIRM. aka RIA. YOU MUST BE A US CITIZEN Company Description Executive recruiter servicing the I-95 Corridor from Boston to NYC through to Washington DC

Keywords: Portfolio Placements & Resumes, LLC, Greenwich , Portfolio Administrator Client Service Associate Advent Axys APX exp., Other , Greenwich, Connecticut

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