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Grimes & Company · 2 days ago

Portfolio Operations Associate

Westborough, MA

Full-time

Hybrid

Mid Level

$70K/yr - $90K/yr

3+ years exp

Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts, and they are seeking an experienced Portfolio Operations Associate to join their team. The primary function of this role is to manage client portfolios, ensuring adherence to investment strategies and handling account needs such as distributions and rebalancing.

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

OrionExcelSalesforce Financial Services CloudTrading experienceAttention to detailOrganizational skillsTeam collaboration

Required

Bachelor's degree

Minimum 3 years of relevant industry experience

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

Successful completion of a background and credit check

Preferred

Experience with Orion and Orion Eclipse a plus

Salesforce Financial Services Cloud 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

Flexible hybrid work schedule

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