Portfolio Specialist Envestnet Asset Management
THIS JOB HAS EXPIRED Description
Updates and manages investment portfolio models.
Processes trade orders, manages service requests, and provides manager support.
Acts as a mentor to the junior specialists.
Performs daily duties, including problem resolution using standard procedures and precedents.
Escalates issues to team lead and/or supervisor and assists with solving issues that are without procedures or precedents.
Participates in root cause analyses to correct and/or prevent deviations in processes and workflows.
Assists associate staff members with process methods.
Establishes and maintains strong and cooperative relationships with key contacts in the financial industry to foster a cooperative environment for the resolution of problems and/or errors.
Participates in special projects as assigned by supervisor, manager, and/or vice-president.
Coordinates with Lead Specialist and Supervisor for back-up coverage.
High School diploma or equivalent required.
Bachelor?s degree or equivalent work experience preferred.
2-3 years of experience in the financial services or related industry.
Must possess good verbal and written communication skills.
Strong math skills.
Proficient with Microsoft Word, Excel and PowerPoint.
||Denver, CO |
THIS JOB HAS EXPIRED