Portfolio Assistant, Robert Half

Portfolio Assistant

Robert Half

Location:
United States, Newark

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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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

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