Client Services & Portfolio Performance Specialist

Austin Community College; Covington (KY); Hybrid; 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

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.