Portfolio Associate

A fast growing, well established investment advisory firm is seeking a team oriented individual to join its operations staff. Ideal candidate would have 5+ years of financial services industry experience, a thorough knowledge of investments, and a business degree. Proficiency in Microsoft Word, Excel, and Access is required. Candidates with an operational background as well as a demonstrated history of improving processes will be given strong consideration. Excellent opportunity for a team-oriented candidate seeking daily interaction with management team.

Duties:

  • Daily interaction with clients and prospective clients.
  • Process client and prospective client requests.
  • Client account trading and re-balancing.
  • Responsible for the distribution of approved marketing materials.
  • Position involves daily interaction with multiple custodians.
  • Preparation of reports for the CEO and management team.
  • Must develop thorough understanding of firm mission statement and operations.

Qualifications and Skills Requirements:

  • 2 or 4 (preferred) year Business Degree.
  • 5+ years experience in financial services industry.
  • Strong computer skills are mandatory; proficient w/MS Office.
  • Able to learn and navigate custodian based websites. Must also be able to learn customized computer programs.
  • Strong communication skills (both verbal and written).
  • Excellent time management and organizational skills. Ideal candidate is detail-oriented.
  • Able to perform efficiently in a fast-paced and demining environment. Must be able to deal easily with multiple issues and tasks.
  • Ability to recognize risk issues and implications. Knows when to ask questions before taking action and when to refer problems or issues to the next level.
  • Approaches all situations with positive outlook, energy and enthusiasm. Is a self starter who takes individual ownership for work quality and improvement.
  • Leads by example, working with drive and determination.
  • Shows Initiative and creativity, taking a long-term approach to improvement and resolution of issues.
  • Demonstrates integrity and business-appropriate behavior.

Please send a resume and cover letter to: This email address is being protected from spambots. You need JavaScript enabled to view it.

Important Consumer Disclosure

Mainstay Capital Management, LLC is an investment advisor registered with the Securities and Exchange Commission. Due to various state regulations and filing requirements, Mainstay and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. The purpose of this website is to provide the public with general information about the services offered by our investment management firm. Mainstay does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. Our firm continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations. Mainstay does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Mainstay's website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.