
Portfolio Development Manager
1 week ago
Job Overview:
The Senior Portfolio Specialist role presents a unique opportunity for individuals to develop their skills in investment execution, portfolio administration, and relationship management within a dynamic client-facing environment.
Key Responsibilities:
- Support senior Client Advisors with client onboarding, documentation, data entry, and post-meeting follow-ups.
- Prepare meeting materials, portfolio reports, investment proposals, and review packs.
- Respond to client inquiries with professionalism and attention to detail.
- Maintain CRM data integrity and support administrative workflows.
- Coordinate calendars, travel schedules, and meeting logistics.
- Provide coverage during RM absences to ensure uninterrupted client support.
Business Management:
- Liaise with compliance, legal, and operations teams for
Qualifications:
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment.
- Excellent problem-solving and analytical skills.
What We Offer:
A dynamic and supportive work environment that fosters growth and development.
Ongoing Support:
We are committed to providing ongoing support and training to help you succeed in your role.
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