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Portfolio Assistant

https://www.roberthalf.com Logo

Robert Half

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Location:
United States, Newark

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Reputable, financial services firm seeks a Portfolio Assistant with proven expertise handling investments and financial models. This role will involve, overseeing trade transactions, account reconciliations, preparing client annual reviews, managing portfolio performance, leading a team of accounting professionals, managing the month close process, coordinating annual audits, identifying and resolving discrepancies, and interface with regulatory agencies as necessary.

Job Responsibility:

  • Analyzing financial reports
  • Monitoring internal/external investments
  • Account Reconciliation
  • Portfolio Management
  • Assist with the annual audit process
  • Supervise reconciliation of investment portfolios
  • Gather treasury filings as needed
  • Technology Utilization
  • Maintain strong client relationships
  • Risk Management

Requirements:

  • Bachelors degree in Accounting or related studies
  • 1+ years of administrative experience in financial services/investment/wealth management industry strongly preferred
  • MUST be proficient in MS Excel
  • Excellent presentation and communication skills
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
March 26, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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