Portfolio Implementation Associate — Financial Operations

Janney-Montgomery-Scott-LLC; Philadelphia (Philadelphia County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

$2,000 referral bonus

Professional Development Assistance

Job summary

Janney Montgomery Scott LLC is seeking a Portfolio Implementation Associate to support the trading team in Philadelphia, monitoring advisory accounts and providing technical help. The role is full-time and office-based, with opportunities to contribute to model delivery and the firm’s mutual fund wrap program.

The ideal candidate has a bachelor’s degree, 0–2 years of related industry experience, and Series 7/66 eligibility or ability to obtain within 6 months; familiarity with Vestmark or

Qualifications

• Bachelor’s Degree or equivalent experience.
• 0–2 years of related industry experience.
• Series 7 and 66 licenses required or ability to obtain within 6 months.
• Knowledge of financial markets including equities, fixed income and/or mutual funds a plus.
• Experience with Vestmark, Envestnet, APL/InvestCloud, Advent, Charles River or Bloomberg a plus.

Responsibilities

• Provide initial training and ongoing support to managers and Financial Advisors using the Vestmark tool.
• Enhance user experience by partnering with Financial Advisors to understand goals and maximize efficiency with appropriate solutions.
• Coordinate implementation of the firm’s model delivery portfolios on behalf of managers on the platform.
• Manage and implement Janney’s proprietary mutual fund wrap program.
• Develop an understanding of Janney’s product offerings and how they affect the department.
• Utilize analytical skills to identify possible process and workflow enhancements.
• Provide excellent client service and follow up where appropriate.
• Complete ad hoc projects as necessary and assist with process improvement initiatives as needed.
• Understand and assist with the administrative and support functions on the team.

Skills

Analytical Ability

Organization and Time Management

Initiative

Building Relationships

Education

Bachelor’s Degree or equivalent experience

Tools

Vestmark

Envestnet

APL/InvestCloud

Advent

Charles River

Bloomberg

Job description

Janney Montgomery Scott LLC is seeking a Portfolio Implementation Associate to support the trading team in Philadelphia, monitoring advisory accounts and providing technical help. The role is full-time and office-based, with opportunities to contribute to model delivery and the firm’s mutual fund wrap program.

The ideal candidate has a bachelor’s degree, 0–2 years of related industry experience, and Series 7/66 eligibility or ability to obtain within 6 months; familiarity with Vestmark or