Portfolio Administrator

Atlanta, GA

Full Time

Entry Level

Summary

Firm: Gratus Capital is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional value to our clients. As one of the leading organic growth firms in the country, Gratus has been named the No. 4 RIA firm in the U.S. and No. 1 in the Southeast by Forbes and Shook Research on the list of the Top 100 RIA Firms.

Team: The Investment Strategy Group (ISG) delivers a superior investment management offering across traditional and alternative asset classes. We have built a collegial atmosphere where personal growth, learning, and open debate are encouraged. We foster an environment of teamwork, cross-team collaboration, and unconstrained thinking to improve processes and produce extraordinary results.

Role: The Portfolio Administrator supports the implementation of ISG strategies and key projects of the team. This individual is responsible for a wide range of duties related to trading, operations, and compliance. We are always growing, innovating, and improving. This individual should expect a dynamic and fast-paced environment.

Overall Responsibilities

Support trading operations (Equities and Fixed Income).
Document portfolio manager’s trade decisions in accordance with compliance standards.
Support with administration of outside investment trading platforms for both options and retirement plan providers.
Review client transactions and activity.
Manage, translate, and analyze data.
Assist in creating ad-hoc reports for both ISG team and firm advisors.
Execute investment operations processes (trade reconciliation, report audits, systems maintenance, compliance tasks).
Help introduce automation and scalability to ISG processes and task management. Will play a role in new software evaluation.
Master technologies and tools (Tamarac, Salesforce, Schwab Institutional Intelligent Portfolios).

Qualifications

Bachelor’s degree required.
Knowledge of and interest in financial products and capital markets.
Technologically proficient in Microsoft Office (specifically Excel), portfolio management software such as Tamarac, Salesforce CRM, and custodial platforms.
Familiarity with or interest in a programming or scripting language
Commitment to teamwork, continual improvement, and accuracy.
Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.

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Thank you for visiting our career page. ​We are a fast-growing, successful group looking for passionate people who are eager to learn and excited to make an impact. Please review our open positions and apply to those positions that match your qualifications.

Portfolio Administrator

Summary

Overall Responsibilities

Qualifications

Apply for this position

Thank you for visiting our career page.

We are a fast-growing, successful group looking for passionate people who are eager to learn and excited to make an impact. Please review our open positions and apply to those positions that match your qualifications.