Analyst, Portfolio Management

Support and help oversee the day-to-day maintenance and operation of the firm’s portfolio management platform used by registered portfolio managers. Help ensure the platform remains accurate, organized, and ready for advisors to use when building models, opening accounts, rebalancing portfolios, and generating trades. The platform is complex and learning it deeply is a core part of the role.Position Responsibilities:Maintain and update portfolio management system data and settingsAssist with the creation, review, and maintenance of account linkages to the custody systemMonitor the platform for data issues, missing information, or inconsistencies and investigate/resolve themSupport ongoing maintenance of households and investment groupsIdentify and escalate issues related to security data, account holdings, or trading restrictionsAssist with the testing of new functionality, enhancements, and system upgradesMaintain procedural documentation and training materials for the platformHelp pr...