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Austin Wealth Management | Investment Administrator

Austin Wealth Management
Austin, TX Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/15/2025

Overview

The primary function of this role is to directly support the Senior Investment Operations Specialist and Senior Portfolio Management in all facets of investment operations and portfolio management.

Detailed Job Functions

Trading

Support the daily trade blotter and executing transactions :

  • Model assignments
  • Cash management
  • Rebalancing
  • Tax optimizing trades
  • Dollar-cost-averaging programs
  • Tax-loss-harvesting

Operations

Support all areas of investment operations :

  • Quarterly billing process
  • Database maintenance
  • Help deploy new technologies

    • Proposal & Report Generation

    Coordinating with advisors to create investment proposals :

  • Portfolio Analytics
  • Investment Policy Statement creation
  • Proposed Investments
  • Quarterly Performance Reports

    • Support Senior Portfolio Manager in investment committee due diligence :

  • Maintain models in research tools like YCharts
  • Update and generate investment committee review and due diligence reporting materials

    • Account Audits

    Coordinating with Senior Investment Operations Specialist a quarterly review of all client accounts with advisors :

  • Risk / Return targets
  • Model assignments & custom models
  • Exceptions
  • Tax considerations

    • Skill Requirements

  • Advanced Excel and Google Sheets experience
  • Database management
  • Report creation

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