Manage investment account data and trading operations at Richardson Wealth, using market knowledge, reconciliation skills, and careful attention to detail.
Reporting to the Manager of Managed Accounts, this analyst supports daily operations within the Managed Accounts group. The work includes model implementation, data workflows, service requests, and post-trade oversight. Success requires client-service focus and accuracy.
Key Responsibilities:
- Implement model changes from Investment Advisors and sub-advisors
- Manage data transmission workflows and reconcile discrepancies
- Process service requests, debits, and foreign exchange conversions
- Audit client holdings against model weights after trading
- Monitor inquiries, troubleshoot issues, and escalate unresolved matters
Requirements:
- One to three years in an SMA or UMA program
- Strong service orientation and professional client interactions
- Portfolio management tools or Envestnet experience is an asset
- Microsoft Office Suite proficiency and solid organizational skills
- Ability to work independently under time constraints
Apply your managed accounts experience, trading knowledge, and reconciliation accuracy to support Richardson Wealth advisors and clients.