Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Assistant - Portfolio Investment (Wealth Management)

Expired Job

Evercore Partners Inc New York , NY 10007

Posted 7 days ago

Evercore Wealth Management is looking for a Portfolio Investment Assistant who will be responsible for providing general support to Portfolio Managers and other investment professionals. This position will support all aspects of investment and portfolio activities which include preparing client presentation materials, preparing various client reports and performance reports, monitoring and reconciling client accounts, monitoring asset movement and trade settlement.

Job Functions/Responsibilities:

The Portfolio Investment Assistant will be responsible for, but not limited to, the following:

  • Prepare presentation materials

  • Prepare various client and performance reports

  • Prepare Investment Policy Statements

  • Prepare Relationship Review reports

  • Prepare and review portfolio trades

  • Prepare custodian trade notifications

  • Account reconciliation and exception processing

  • Monitor asset movement and trade settlements

  • Support Portfolio Managers in preparation of portfolio programs

  • Research and respond to client inquiries

  • Prepare materials for various meetings and maintain meeting minutes

  • Respond to inquiries in a timely manner

  • Update necessary monthly and quarterly reports

  • Provide phone coverage for the Portfolio Managers

  • Provide general administrative support

Requirements:

  • Bachelor's Degree

  • 0-2 Years Work Experience

  • Financial industry knowledge

  • Strong Time-Management, Organizational and Communication Skills/Attention to detail

  • Ability to multi-task in a fast paced environment

  • Ability to work independently, but is also able to work in a team.

  • Proficient in Microsoft Office- Word, Excel, Powerpoint

  • Knowledge of Advent APX/Moxy, CRM, Bloomberg, Factset, or Adobe, a plus

  • Only one-page resumes will be accepted

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Asset & Wealth Management Program Analyst US Equities Investment Specialist Analyst

Jpmorgan Chase & Co.

Posted 1 week ago

VIEW JOBS 12/3/2018 12:00:00 AM 2019-03-03T00:00 Apply Now Asset & Wealth Management Program Analyst- US Equities- Investment Specialist Analyst Req #: 180114091 Location: New York, NY,US Job Category: Asset Management Job Description: The Role: Investment Specialist Analysts work with the Investment Specialist team to assist with the preparation of client performance reports and investment review materials for new and existing marketing initiatives. Investment Specliast Analysts will also respond to ad hoc client requests and reporting needs; field new business requests from various JPM marketing teams globally; and assist in crafting RFP's (Request for Proposal) for new business opportunities. The candidate must have strong analytical skills and have the ability to understand a wide variety of equity investing styles across a range of market segments. The Investment Specialist Analyst is expected to develop an understanding of the investment processes associated with a variety of U.S. equity portfolios and use available internal and external research resources to independently identify equity market trends and phenomena that help explain and provide context for portfolio performance. Therefore a keen interest in the economy, financial markets, quantitative factors and individual stocks will prove critical. Paramount skill for this position is attention to detail, must be methodical in their approach to problem solving, highly numerate, and know when to escalate issues of importance to the Investment Specialists. Best candidate would be one who is self-motivated, confident and is a team player. A large part of this role requires liaisons with numerous groups within JPMAM, therefore strong interpersonal skills are crucial. Also must possess ability to prioritize tasks depending upon level of importance. * Candidate must hold a Bachelor's degree with a minimum overall GPA of 3.2 * No more than two years of work experience following completion of undergraduate degree * Strong analytical skills, high aptitude for numbers * Strong ability to address risk and be comfortable with risk taking * Strong understanding of U.S. equity products and services * Strong understanding of financial services industry and the markets * Strong written communication skills * Develop Presentation skills and the ability to craft a focused and flowing presentation book * Strong technological skills including a broad range of computer skills, including but not limited to Excel, Word, and PowerPoint * Teamwork skills Jpmorgan Chase & Co. New York NY

Assistant - Portfolio Investment (Wealth Management)

Expired Job

Evercore Partners Inc