The Portfolio Analyst will work closely with the Managing Director of Operations, Wealth Managers, Operations Associates, Investment Associates, technology service providers, and custodians, to provide support to Wealth Managers, clients, and COIs, and assist in the overall efforts to ensure efficient operational procedures and exceptional support for Wealth Managers and clients.

QUALIFICATIONS:

Undergraduate college degree (preferred)
Previous RIA/client service experience (preferred)
Working knowledge of investment operations (2+ years of experience) preferred
Familiarity with portfolio accounting, performance reporting, trading, and CRM systems
Advanced Microsoft Excel skills
Basic accounting skills
Understanding of cost basis/tax lot accounting (preferred)
Understanding of various investment vehicles (stock, bond, mutual fund, alternative investments, etc.)
A strong analytical mind, attention to detail, and a desire to learn and grow (Must have)
Positive attitude and willingness to accept change (Must have)
Strong written, verbal, and inter-personal communication skills (Must have)
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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Provide high level of support to Wealth Managers, ensuring clients receive superior service and timely/accurate information, which may include (but is not limited to) the following activities:
Prepare client account paperwork
Coordinate alternative investment subscription/redemption requests
Process money movements (checks, journals, wires, account transfers, etc.)
Process quarterly estimated tax payments, annual RMDs and gifting securities
Prepare materials for client review meetings
Prepare tax packets for CPAs
Administer client files
Support quarterly performance reporting process
Support daily trade blotter process
Monitor incoming communications for necessary actions (capital calls, custodian alerts, etc.)
Deposit client funds and maintain checks and securities receipt log
Provide back up support in absence of other associates
Support various audits and projects as necessary