Finance: Investment Operations Consultant

Our growing firm is a back office outsource service provider of Operations, IT and Compliance services to Registered Investment Advisor firms. We provide a unique growth opportunity for investment operations professionals to expand their knowledge, experience, and skill set in a challenging environment. We are specifically seeking individuals with Portfolio Management software experiences such as: Envestnet Tamarac, Orion Advisor Services, PortfolioCenter, Black Diamond &/or Advent Axys.
PRIMARY DUTIES AND RESPONSIBILITIES:
Portfolio management stewardship
Daily account share & cost basis reconciliation review
Corporate Action review
Account set-up and maintenance
Performance reporting
Billing calculations & reporting
Maintain written procedures
Project support
Client interaction/Client servicing

SKILLS AND ABILITIES:
Full Microsoft Office software proficiency
Must have excellent composition and verbal communication skills.
Must excel in an independent working environment as well as work successfully within a team.
Must work well under pressure and tight deadlines.
Excellent logical reasoning
Must be reliable and dependable with a good work ethic
Must have strong attention to detail
Must have excellent organization skills
Must have good people skills with a great customer service attitude
Positive attitude, motivated and friendly

Experience with the below software types a plus:
Portfolio Management
Rebalancing Software
CRM
ConnectWise Manage

Salary DOE.
Please submit your cover letter including salary expectations, resume and list of software experience to: **********.