Portfolio Administrator

Portfolio Administrator

Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.

Job Summary :

Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams.

Duties & Tasks :

• 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

Skills & Behaviors :

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