Overview
We are seeking a detail-oriented Executive Assistant for Securities Trading and Portfolio Reporting Specialist to join our financial services team. This role offers an exciting opportunity to work within a small but dynamic investment environment, supporting trading activities and providing comprehensive portfolio reports. The ideal candidate must possess strong knowledge of Excel and how to work spread-sheets, speak English and have good communication skills. However, candidate does NOT need stock-market or portfolio management experience; this role is administrative and can be taught.
Responsibilities
- Monitor and execute securities trades in accordance with investment strategies and compliance guidelines
- Prepare detailed portfolio reports on a monthly basis
- Place trades with European private banks and US Brokers
- Maintain accurate records of all trading activities and portfolio transactions
- Secretarial tasks include answering phones, running small errands in office area
- Excellent attention to detail and organizational skills
- Familiarity with relevant financial software and reporting tools (e.g. EXCEL)
Pay: From $45,000.00 per year
Benefits:
- Casual dress
- On-site parking
- Paid time off
Work Location: In person
