Client Services/Portfolio & Performance Specialist

Austin Community College; Covington (KY); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Annual bonus program

Hybrid work environment

Paid time off

Medical insurance

Dental/vision reimbursement

401k with employer match

Tuition reimbursement

Job summary

An investment management firm in Covington, Kentucky, seeks a Client Services/Performance and Portfolio Specialist to support portfolio management and client reporting. This role requires a Bachelor's degree in a relevant field and proficiency in Microsoft Office. Responsibilities include collaborating on portfolio changes, ensuring account consistency, and generating performance reports. Employees benefit from a hybrid work environment, annual bonuses, and comprehensive medical insurance.

Qualifications

• Bachelor's degree required in relevant fields.
• Strong attention to detail essential.
• Must be proficient in Microsoft Office applications.

Responsibilities

• Implement changes in portfolio holdings with the team.
• Ensure consistency in portfolio structure across accounts.
• Generate internal performance attribution reports.

Skills

Attention to detail

Multi-tasking

Team collaboration

Decision making

Proficiency in MS Office

Education

Bachelor's degree in Finance, Accounting, Computer Science, or related field

Tools

MS Office

Adobe Acrobat

Job description

Founded in 1978, Renaissance Investment Management is an investment management firm based in Covington, Kentucky. The firm serves both institutional and high‑net‑worth individuals throughout the United States. We offer portfolio management strategies encompassing large‑ and small‑capitalization U.S. stocks as well as non‑U.S. securities. The firm employs 19 professionals and has approximately $3.5 billion in assets under management.

About the opportunity

The Client Services/Performance and Portfolio Specialist is an integral part of the firm. Utilization of various software products and quantitative techniques are vital components of the position. This role interacts regularly with key personnel in every department as well as with outside clients, which makes it a unique opportunity to gain broad knowledge of the investment management industry.

Key Responsibilities

• Work with Portfolio Managers and Operations team to implement periodic changes in portfolio holdings.
• Assure consistency in portfolio holdings and structure across client accounts.
• Assist in the generation of internal performance attribution reports.
• Assist in the calculation of performance for client portfolios and the generation of reports.
• Assist in ongoing data collection and management for the firm’s proprietary quantitative models.

Necessary Qualifications

• Bachelor's degree in Finance, Accounting, Computer Science, or other related field.
• Strong attention to detail; ability to multi‑task and prioritize job responsibilities.
• Proficient in MS Office applications and Adobe Acrobat; ability to learn other systems/programs.
• Ability to think quickly and make timely and correct decisions.
• Ability to work well with a team as well as independently when needed.

Bonus Qualifications

• Knowledge of the stock market and investment management.

Benefits

• Annual bonus program
• Hybrid work environment
• Paid time off
• Medical insurance
• Dental/vision reimbursement program
• 401k with employer match
• Tuition reimbursement