Client Portfolio Administration Associate recruitment

Responsibilities: Play an important role on small teams assigned to each client account, helping to provide high level of service to firm’s clients Key member of the team that handles client and accountant queries or requests Portfolio cash management- attend to recurring and ad hoc requests Initiation of trades with various managers and custodians Preparation and distribution of monthly and quarterly reports Interaction with all levels of management in the firm regarding client accounts Collection of quarterly management fees Qualifications: Knowledge of portfolio administration and Read more […]

January 11, 2012 • Tags: , • Posted in: Financial • Comments Off on Client Portfolio Administration Associate recruitment