What are the responsibilities and job description for the Portfolio Support Specialist position at Schwan Financial Group?
Job Description
Job Description
Join Our Team as a Portfolio Support Specialist!
Are you detail-oriented, organized, and passionate about supporting investment portfolios? Do you thrive in a fast-paced environment where your analytical skills and problem-solving abilities can make a real impact? If so, we want you on our team!
About the Role
As a Portfolio Support Specialist , you will play a crucial role in ensuring the smooth management and administration of investment portfolios. You’ll work closely with portfolio managers, analysts, and clients to provide operational support, track performance, and maintain accuracy in reporting.
Key Responsibilities :
Provide administrative and operational support for portfolio management teams
Prepare reports, presentations, and documentation for internal and client use
Ensure compliance with regulatory requirements and company policies
Collaborate with various teams to resolve portfolio-related inquiries and discrepancies
Maintain and update portfolio data, ensuring accuracy and completeness
What We’re Looking For :
Strong attention to detail and analytical mindset
Excellent communication and organizational skills
Proficiency in financial software and Microsoft Excel
Experience in portfolio administration, investment support, or a related field (preferred)
Ability to work independently and as part of a collaborative team
Why Join Us?
Competitive salary and benefits package
Career growth opportunities in the financial industry
A dynamic and supportive work environment
Work with industry experts and gain hands-on experience
If you’re ready to take your career to the next level, apply today!
Let’s build success together!
- Accepting applications until 3-5-2025
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