Portfolio Implementation & Ops Associate

Janney; Philadelphia (Philadelphia County); On-site; USD 65,000 - 95,000; Full time

Job summary

Janney Montgomery Scott LLC, based at 1717 Arch Street, Philadelphia, PA, seeks a Portfolio Implementation Associate to join the Trading Team in our Operational department. This full-time in-office role in Philadelphia focuses on monitoring and administering advisory accounts, and providing technical assistance to managers and Financial Advisors on Vestmark.

The successful candidate will work closely with traders, model portfolios and our mutual fund wrap program, leveraging strong analytical

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 & time management

Initiative

Building relationships

Education

Bachelor’s degree or equivalent experience

Series 7 and 66 licenses

Tools

Vestmark

Envestnet

APL/InvestCloud

Advent

Charles River/Bloomberg

Job description

Janney Montgomery Scott LLC, based at 1717 Arch Street, Philadelphia, PA, seeks a Portfolio Implementation Associate to join the Trading Team in our Operational department. This full-time in-office role in Philadelphia focuses on monitoring and administering advisory accounts, and providing technical assistance to managers and Financial Advisors on Vestmark.

The successful candidate will work closely with traders, model portfolios and our mutual fund wrap program, leveraging strong analytical