Client Portfolio Operations Specialist

Hirebridge; Bridgewater Township (NJ); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Benefits package including medical,‑d‑

401(k) retirement plan

Paid time off

Job summary

Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, focused on monitoring client portfolios for strategy adherence, risk controls and data integrity. The role offers exposure to investment decision-making, trade creation, and cross-functional projects across operations, compliance, and analytics.

You will assist portfolio managers and the client service team in trade implementation, ongoing monitoring, and portfolio administration while developing

Qualifications

• Bachelor's degree with a strong interest in investment management.
• Up to three years of experience, preferably in portfolio administration.
• Excellent written and verbal communication skills.
• Demonstrated analytical and problem-solving skills.
• Strong Microsoft Office skills; coding experience is a plus.

Responsibilities

• Create trades for accounts/strategies as directed by Portfolio Managers or clients and become an expert user of the firm's trading system and compliance module.
• Master risk control and ongoing portfolio monitoring of client portfolios.
• Communicate portfolio compliance to Portfolio Managers and Senior Management.
• Facilitate daily ETF Capital Markets operations through close coordination with Portfolio Managers, Trading, and Operations.
• Support new client onboarding and account setup activities.

Skills

Communication

Analytical thinking

MS Office

Coding experience

Education

Bachelor's degree

Tools

Trading system

Compliance module

Job description

Harding Loevner is seeking a Client Operations Associate to join its Client Operations team, focused on monitoring client portfolios for strategy adherence, risk controls and data integrity. The role offers exposure to investment decision-making, trade creation, and cross-functional projects across operations, compliance, and analytics.

You will assist portfolio managers and the client service team in trade implementation, ongoing monitoring, and portfolio administration while developing