Portfolio Administrator
Job Title: Portfolio Administrator
Employer: Renaissance Investment Management
Location: Covington, KY
About us:
Founded in 1978, Renaissance Investment Management is an investment management firm based in Covington, Kentucky. The firm serves both institutional and high-net-worth individuals throughout the United States. We offer portfolio management strategies encompassing large- and small-capitalization U.S. stocks as well as non-U.S. securities. The firm employs 19 professionals and has approximately $3.5 billion in assets under management.
The Opportunity
The Portfolio Administrator is a critical part of our Operations team. This position functions as a liaison between our clients’ financial advisors and our Investment and Trading teams, making it a fantastic opportunity to get an in-depth look at the investment industry.
Major Duties and Responsibilities
- Reconciliation of transactions and holdings
- Process client cash flow needs and inform appropriate investment personnel as required
- Set up and maintain client account information
- Perform miscellaneous duties as assigned
Education, Skills, Personal Characteristics and Work Experience Requirements
- Bachelor’s Degree in Finance, Accounting, or related field (will also consider Associate’s Degree with equivalent experience)
- Knowledge of securities (Stocks, Mutual Funds, ETF’s & Bonds) would be beneficial
- Knowledge of and/or experience in Financial Investment Management would be beneficial
- Proficient with Microsoft Office products
- Strong problem-solving and analytical skills
- Ability to resolve problems independently
- Attention to detail
- Ability to manage competing priorities and tight deadlines
- Strong customer service and communication skills due to the constant interaction between departments and outside contacts
Benefits include: Annual bonus program, hybrid work environment, paid time off, medical insurance, dental/vision reimbursement program, 401k with employer match, and tuition reimbursement