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Senior Portfolio Management Associate
| Company | Xpansiv |
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| Location | Boston, MA, USA |
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| Salary | $70000 – $73000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- Minimum of a Bachelor’s degree or equivalent certification.
- Or in lieu of a degree, min. 4 years of relevant experience.
- Minimum 2 years of relevant experience.
- Excellent communication skills, friendly demeanour and a welcome presence with clients.
- Proficiency with Microsoft Office and Salesforce.
Responsibilities
- Support the transaction team on all trade related tasks: inventory levels, trade confirmations, transaction booking, settlement, invoicing, and payment.
- Compile & prepare weekly status reports regarding transactions and payments.
- Support accounting efforts in processing and reconciling transactions and payments.
- Determine areas of inefficiency and identify improvements across Operations activities.
- Coordinate and work with Applications, Client Services, Sales, and Web Development teams to help implement solutions and enhancements.
- Effectively communicate issues and create solutions with co-workers to advance our overall service and business.
- Find ways to work more efficiently as a team in a small, fast-paced, and high performing environment.
Preferred Qualifications
No preferred qualifications provided.
