Portfolio manager

Veterans Sourcing Group

Columbus, OH

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JOB DETAILS

SALARY

SKILLS

Analysis Skills, Communication Skills, Customer Support/Service, Detail Oriented, Establish Priorities, Follow Through, Investment Management, Investment Reporting, Multiplatform/Cross-Platform, Multitasking, Organizational Skills, Performance Analysis, Presentation/Verbal Skills, Problem Solving Skills, Risk, Risk Analysis, Statistics, Time Management

LOCATION

Columbus, OH

POSTED

30+ days ago

Job Title:Portfolio Manager
Location:Columbus, OH
Job Duration:6 months
Pay Rate:$24.30/hr W2

The Service Professional will be responsible for supporting the Client Servicing departments of Performance Reporting, Asset Allocation, Portfolio Risk, Confirms, Prospectus, and Statements for the largest field of Financial Advisors in the industry. In this role, the Service Professional will analyze, research, and reconcile issues across multiple platforms as well as help to create combined summaries, select indices, and provide system navigation. The individual will explain and present the dynamic investment tools and reports needed by the Financial Advisors.

Qualifications
• Knowledge of portfolio performance or risk measurement statistics and tools.
• Highly motivated professional with problem-solving ability, and personal accountability.
• Excellent and efficient communication (written and oral), and listening skills.
• Solid understanding of investment vehicles.
• Ability to learn quickly and apply knowledge to various situations.
• Ability to multi-task, prioritize, and excel in a fast-paced, deadline-driven environment
• Strong organizational skills, attention to detail, and excellent follow-up skills
• Self-motivated with the ability to work autonomously and succeed in a team environment

About the Company

Veterans Sourcing Group

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