Overview Job Number: 31593 Salary: $75K-$85K DOE Industry: Wealth Management Responsibilities Collect and input financial and performance data for client portfolios. Calculate and analyze investment returns and risk metrics. Produce recurring and ad-hoc performance reports. Support the development and implementation of performance measurement methodologies. Respond to performance-related queries from clients and portfolio managers. Compare portfolio performance against benchmarks and industry standards. Qualifications Bachelor’s degree in finance, accounting, economics, mathematics, or a related field 2+ years of experience in wealth management operations Proficiency in data management, spreadsheet applications, and performance measurement software (Tamarac, Addepar, etc.) Experience with quantitative research analytical tools (Axioma, Barra, Bloomberg, etc.) Finance certificate (CIPM, CIMA, CAIA, etc.) preferred Work Arrangement: This is a fully on-site role with paid parking. About the Organization This boutique investment firm is seeking a match who can help them provide comprehensive service to their network of high-net-worth clients. They’ve got a phenomenal reputation as one of the most established and well-respected wealth management firms in Portland. Their value-oriented investment philosophy resonates broadly with individuals, families, endowments, and foundations of all types. Benefits Health, vision, life and disability insurance Employee assistance program PTO Profit-sharing plan Potential for an annual bonus Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Local candidates are strongly encouraged to apply. Notes Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. We are the liaison between our partner and yourself during the recruitment process. The candidate will directly join our partner client’s team if selected for the role. We do not use AI to read resumes; resumes are reviewed by a team member to ensure a fair, human hiring process. #J-18808-Ljbffr Boly Welch
...to guide our teams to continued success. Position Summary A Manager of our fulfillment center is responsible for overseeing both... ...improvement. Qualifications ~5+ years of leadership experience in warehouse, fulfillment, or distribution operations. ~ Proven track...
...and satisfying. Are you a people person with a talent for sales or looking to break into the sales field? Marvin Replacement... ...for enthusiastic individuals to join our team as Direct Field Marketing Representatives, where you'll represent our brand through door-...
...Air Traffic Controller Specialist At Lockheed Martin Rotary and Mission Systems, we are driven by innovation and integrity. We believe that by applying the highest standards of business ethics and visionary thinking, everything is within our reach and yours as a Lockheed...
...Chief of Staff to the Chief Financial Officer & Executive Director of the Water Board About the Company Influential environmental agency Industry Environmental Services Type Government Agency Founded 1977 Employees 5001-10,000 About the Role...
...Job Description Project Coordinator Life Science & Cleanroom Construction &##128205; Philadelphia, PA (Headquarters)&##128338; Full-time | Early-Career Opportunity Metric is proud to be partnering with one of the largest and fastest-growing cleanroom and...