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Larson Financial · 3 hours ago

Portfolio Administrator

Houston, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position in the Houston, TX area. This role involves administering client portfolio accounts, executing trades, and responding to service requests while supporting the Investments team.

AdviceBankingCommercial Real EstateConsultingFinancial ServicesReal EstateReal Estate InvestmentVenture CapitalWealth Management

Responsibilities

Execute trading mutual funds & ETFs for client portfolios

Respond in a timely manner to service requests on the Investment Analysis team queue

Participate in portfolio construction, rebalancing, and management

Provide timely monitoring on client portfolios to ensure they remain on target

Assist the Director of Investments in department projects

Ad hoc portfolio comparisons & in-depth analysis

Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar

Become knowledgeable in different investment products including, but not limited to 529s and Annuities

Portfolio rebalancing, tax loss harvesting, cash investment/generation

Qualification

InvestmentsSeries 7 licenseMicrosoft ExcelOrion/Eclipse softwareFinance/Investment experienceAnalytical skillsCustomer service skillsCommunication skillsOrganizational skills