- Conduct daily reviews of client portfolios using Tamarac trading software.
- Trade order creation and execution. Place trades and rebalance portfolios (primarily in ETFs and mutual funds) with precision and tax efficiency.
- Complete advisor trade requests in a timely manner.
- Use independent judgment to determine when to override Tamaracs trade recommendations.
- Work with 3rd party software, separate account managers, and custodian trade desks to execute trades cost-effectively.
- Post-trade processing and resolving trade settlement issues promptly.
- Regularly communicate with Advisors to best align trading with each clients financial situation.
- Provide client reporting support, and produce quarterly and ad hoc reports.
- Conduct regular audits of system settings and trading data.
- Propose and implement enhancements to trading processes, systems and workflows.
- Support investment research projects and analysis as needed.
- High attention to detail and accuracy
- Able to set priorities among a variety of tasks and varying volumes of work
- Strong systems aptitude and background in operations (experience with trading and/or Tamarac a plus)
- Able to troubleshoot and problem-solve?
- Excellent communication and organizational skills
- Impeccable ability to maintain confidentiality
- A self-starter who takes accountability for his/her work
- A team player who will thrive in a small company environment
- Self-motivated to work both collaboratively and autonomously
- 1 year of experience in the financial industry, required
- Bachelors degree in business administration, accounting,?finance, or similar field preferred, or commensurate career?experience?
- 2-3 years of demonstrated transferable trading or investment operations skills, preferred?
- Collaborative fun environment
- 401(k) company contribution
- Bonus program
- Generous company contribution to medical benefits
- Continuing education assistance program
- Paid parking
- An unwavering commitment to learning and innovation to build a suite of resources designed to solve for and reduce complexity in the wealth management process.
- A fiduciary-minded, client-centric, servant leadership-based, and collaborative culture.
-
Associate Product Manager
1 week ago
Matlen Silver Cincinnati, United States Full timeDescription · Job Title: Associate Product Manager(Supply Planning Domain) · Duration: 6 months · Location: Cincinnati OH · Required Pay Scale: $55 - $60/hr · ***Due to client requirements this role is only open to USC or GC candidates*** · Job Summary: · Job Description · ...
-
Associate Digital Category Manager
3 weeks ago
Kroger Cincinnati, United StatesDescription for Candidates · Serve as the leader of a Vitacost category of medium to large size and/or complexity and have the 4Ps accountability across all channels. Own Profit & Loss targets for assigned categories in vitamins, minerals, herbs and supplements. Oversee site merc ...
-
Associate Case Manager
1 day ago
Greater Cincinnati Behavior Cincinnati, United StatesJoin our the Greater Cincinnati Behavioral Health Services (GCBHS) team GCBHS is looking for Associate Case Manager candidates to help individuals in our Outpatient Behavioral Health Clinic in Cincinnati. We have flexible work hours to accommodate college students Full-time and p ...
-
Associate Case Manager
1 week ago
GCBHS Cincinnati, United StatesJoin our the Greater Cincinnati Behavioral Health Services (GCBHS) team GCBHS is looking for Associate Case Manager candidates to help individuals in our Outpatient Behavioral Health Clinic in Cincinnati. We have flexible work hours to accommodate college students Full-time and p ...
-
Associate Project Manager
1 week ago
Hixson Incorporated Cincinnati, United StatesOPPORTUNITY · A fast-paced entry-level position, the Associate Project Manager (APM) requires strong organizational and decision-making skills and the ability to communicate effectively with others. This important role requires a professional with proven high levels of personal i ...
-
Associate Case Manager
3 weeks ago
Greater Cincinnati Behavioral Health Services Cincinnati, United StatesJob Description · Job DescriptionJoin our the Greater Cincinnati Behavioral Health Services (GCBHS) team GCBHS is looking for Associate Case Manager candidates to help individuals in our Outpatient Behavioral Health Clinic in Cincinnati. We have flexible work hours to accommodate ...
-
Associate Portfolio Manager
3 weeks ago
Fifth Third Bank, N.A. Cincinnati, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Assists Fixed Income Portfolio Management Team in the management of fixed income ass ...
-
Associate Product Manager
5 days ago
ITW Cincinnati, United StatesCompany Description · ITW Evercoat is a global leader in the manufacture of professional collision repair and professional car care products. ITW Evercoat is a division of Illinois Tool Works Inc within the Polymers and Fluids segment. We are known for our unique 80/20 business ...
-
Associate Product Manager
3 weeks ago
ITW Evercoat Cincinnati, United StatesJob Description · Job DescriptionCompany Description · ITW Evercoat is a global leader in the manufacture of professional collision repair and professional car care products. ITW Evercoat is a division of Illinois Tool Works Inc within the Polymers and Fluids segment. We are know ...
-
Associate Clinical Trial Manager
1 week ago
Medpace Cincinnati, United StatesJob Summary · Medpace is a leading CRO for Biotech companies and we are currently seeking candidates with PhDs and/or Post-Doctoral Research experience for a full-time, office-based Associate Clinical Trial Manager (aCTM) to join our Clinical Trial Management team. The aCTM will ...
-
Associate, Repair Project Management
1 week ago
Otis Elevator CO Cincinnati, United StatesDate Posted: · Country: · United States of America · Location: · OT076: CMM - Madison, WI 3202 Progress Road, Madison, WI, 53716 USA · Otis Elevator Company is searching for a Repair Project Manager to oversee coordination of activities on multiple open order projects. · Jo ...
-
Associate Digital Category Manager
1 day ago
Kroger Cincinnati, United StatesDescription for Candidates · Serve as the leader of a Vitacost category of medium to large size and/or complexity and have the 4Ps accountability across all channels. Own Profit & Loss targets for assigned categories in vitamins, minerals, herbs and supplements. Oversee site mer ...
-
Ameritas Cincinnati, United StatesSenior Actuarial Associate-Inforce Product Management · Ameritas Life-Lincoln HYB-NEHY2 · Actuarial · Full-time · Ameritas Life Insurance Corp. is seeking a · Senior Actuarial Associate · to drive the business by allowing you to work with a variety of existing and new products. ...
-
Portfolio Management Associate
3 weeks ago
Constellation Wealth Advisors Cincinnati, United StatesWe are currently seeking a detail-oriented and proactive Portfolio Manager Associate to join our team. This roles primary function will be to monitor client portfolios and determine what to trade when necessary. As a member of the Portfolio Operations Team, the Portfolio Manager ...
-
Associate Portfolio Manager
3 weeks ago
Fifth Third Cincinnati, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Assists Fixed Income Portfolio Management Team in the management of fixed income asset ...
-
Associate Portfolio Manager
3 weeks ago
Fifth Third Cincinnati, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Assists Fixed Income Portfolio Management Team in the management of fixed income ass ...
-
Community Association Manager
3 weeks ago
Towne Properties Cincinnati, United StatesJob TypeFull-timeDescription Love where you work. Towne Properties is a leader in the property management industry, voted an employer of choice by our associates year after year. Our team is growing and looking for you Consider joining our team as an Association Manager in Cincin ...
-
Associate Clinical Trial Manager
1 week ago
Medpace Cincinnati, United States Full timeMedpace is a leading CRO for Biotech companies and we are currently seeking candidates with PhDs and/or Post-Doctoral Research experience for a full-time, office-based Associate Clinical Trial Manager (aCTM) to join our Clinical Trial Management team. The aCTM will be a part of t ...
-
Commercial Associate Treasury Management Officer
2 weeks ago
PNC Financial Services Group Cincinnati, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Associate Care Manager
4 weeks ago
Greater Cincinnati Behavioral Health Services Amelia, OH, United StatesJoin the Greater Cincinnati Behavioral Health Services (GCBHS) team GCBHS is looking for an Associate Case Manager (for our 12 pm - 8 pm shift) to help individuals in our Outpatient Behavioral Health Clinic in Cincinnati. We are looking for candidates with an Associate's Degree o ...
Portfolio Management Associate - Cincinnati, United States - Constellation Wealth Advisors
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
We are currently seeking a detail-oriented and proactive Portfolio Manager Associate to join our team. This roles primary function will be to monitor client portfolios and determine what to trade when necessary. As a member of the Portfolio Operations Team, the Portfolio Manager Associate is responsible for executing trades, completing trade processes, data management, managing reporting systems, and supporting portfolio management functions. You will be communicating directly with custodians for any information needed, processing trades, processing manual trade requests, generating quarterly reports, and managing Advisor and Portfolio Manager requests.
The Portfolio Manager Associate has a significant amount of direct Advisor and Portfolio Manager contact. This position requires strong technical skills, extreme attention to detail, a positive professional attitude, and the ability to work in a team environment. This position offers a blend of consistency and precision, providing an opportunity for individuals who thrive in a collaborative and structured environment.
Primary Responsibilities
Trading & Portfolio Management
Portfolio Operations & Reporting
Knowledge, Skills, and Abilities
Education and Experience
About Constellation Wealth Advisors
Constellation Wealth Advisors (Constellation) is a wealth advisory firm that serves families and individuals through high-quality, fiduciary-minded Advisors. Our firm currently advises upon more than $4.1 billion in assets under management. Constellation Wealth Advisors was created to better serve clients by better serving their advisors. We are disrupting the traditional business model and culture of the wealth management industry. We are fiercely committed to striking the optimal balance between professional values and business values by combining:
Interested in this position and joining an accomplished, growing team?
Send your resume and a brief outline of why youre the right fit directly to -