Apply on Employer Site

Grimes & Company · 2 months ago

Portfolio Operations Associate

Westborough,MA,US

Full-time

Hybrid

Mid Level

3+ years exp

Grimes & Company is a growing Registered Investment Advisory firm located in Metrowest. They are seeking an experienced Portfolio Operations Associate to manage client portfolios and work closely with Wealth Managers and the Investment Team to provide tailored investment strategies.

BankingFinancial ServicesInsurance

Responsibilities

Manage daily portfolio operations ensuring adherence to investment strategies and target allocations

Process and oversee client account transactions including contributions, distributions, transfers, and systematic rebalancing

Collaborate with Wealth Managers to implement portfolio adjustments and address client needs

Partner with the Investment Team to execute strategy changes and allocation shifts

Monitor portfolio compliance and drift tolerances

Respond to the Chief Compliance Officer and other compliance personnel on matters as needed

Follow all compliance procedures as outlined in the Compliance Policy and Procedures manual

Perform other related duties as required

Qualification

Portfolio managementOrionOrion EclipseSalesforce CRMTradingCapital marketsExcel skillsAttention to detailOrganizational skillsTeam collaboration

Required

Bachelor's degree required

Minimum 3 years of relevant industry experience required

Strong Excel skills

High degree of accuracy and attention to detail

Strong organizational skills with ability to manage multiple priorities

Ability to work effectively both independently and collaboratively in team settings

Preferred

Experience with Orion and Orion Eclipse a plus

Salesforce CRM experience a plus

Trading and capital markets experience a plus

Benefits

401(k) retirement plan

401(k) match

Health insurance

Dental insurance

Vision insurance

Flexible spending accounts

Health savings account

Life insurance

Disability insurance

Paid time off

Parental leave

Company

Grimes & Company

Grimes & Company is a Registered Investment Advisor (RIA) providing discretionary portfolio management and wealth management services for clients across the country.

Founded in 1985

Westborough, Massachusetts, USA

51-200 employees