Portfolio Analyst
Company: Assetmark
Location: Santa Ana
Posted on: May 14, 2022
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Job Description:
Job Description:Assetmark is seeking an analytical candidate
that can work independently and collaboratively to join the Trade
Operations Group as the Portfolio Analyst. The Portfolio Analyst
will work independently to review reports and be the subject matter
expert on tax trading and step-out trade management. The Portfolio
Analyst will perform a secondary review of tasks performed through
Business Process Optimization, as well as handling all
escalations.Responsibilities:Implementation of trade creation for
client-directed activity and strategist reallocations, including
determining appropriate action for complex scenariosValidate
correct trades generated for each request or scenario to create the
best outcomes for clientsConduct drift review and determine
appropriate actionsComplete mutual fund availability review and
communicationDetermine trade correction instructions to address
errorsImplement tax trading and serve as subject matter
expertIdentify opportunities in processes and recommend
improvementsManage relationships with strategistsHandle model
setups and serve as model management subject matter expertImplement
project steps and manage small to medium scale initiativesMaintain
knowledge and ability to perform tasks transitioned through
Business Process OptimizationPerform secondary review of tasks
performed through Business Process Optimization, as well as
handling all escalationsKnowledge, Skills, Abilities:Executes
independently, including doing analytic work to come to a
decisionDemonstrates accuracy for all aspects of tasksClearly
conveys information to others and checks for understandingSets
goals and puts forth the effort required to achieve themWorks
cooperatively with coworkers and treats them with respectExercises
sound judgment and makes timely, well-informed decisionsTakes the
lead on team and cross-functional initiatives, proactively managing
through to completionEducation & Experience:Bachelor's degree3-5
years' experience in financial servicesFamiliarity with Fiserv's
APL portfolio accounting system, preferred#LI-BD1#LI-hybridWho We
Are & What We Offer:AssetMark's mission is centered around helping
financial advisors make a difference in the lives of their clients.
To help them do that, we aim to provide advisors with holistic
support. We offer compelling technology that facilitates a better
client experience, consulting services that ensure advisors'
businesses are running at their best and a comprehensive suite of
investment solutions. AssetMark's platform empowers advisors to
provide the highest level of service possible to their
clients.AssetMark's culture is driven by our mission and connected
by our values; Heart, Integrity, Excellence and Respect. You will
join a team that lives these values every day by doing the best and
what is right in all we do and encouraging different ideas for
continual success and innovation. Additionally, we offer a wide
range of benefits to meet the needs of our team members and their
families.Flex Time Off or Paid Time/Sick Time Off401K - 6% Employer
MatchMedical, Dental, Vision - HDHP or PPOHSA - Employer
contribution (HDHP only)Volunteer Time OffCareer Development /
RecognitionFitness ReimbursementHybrid Work ScheduleAs an Equal
Opportunity Employer, AssetMark is committed to building a diverse
and inclusive workplace where everyone feels valued.
Keywords: Assetmark, Santa Ana , Portfolio Analyst, Professions , Santa Ana, California
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