Governance & Risk Lead at Chain IQ responsible for S2C and P2P service delivery excellence. Collaborating closely with internal teams to manage risks and ensure quality compliance.
About the role
- Asset Management Internal Portfolio Manager working with Portfolio Managers on trading assets and executing asset strategies. Building relationships and analyzing portfolios for clients in various locations across the US.
Responsibilities
- Trades and updates models for client accounts
- Invests new accounts and codes systems appropriately for investment options
- Initiates trades for cash needs and other client and partner requests
- Coordinates risk management report completion and follow-up
- Offers ideas and executes practices to increase portfolio manager book efficiency and best-thinking delivery
- Builds and maintains relationships with line of business partners to assist with the collaborative execution of strategic priorities
- Analyzes client/prospect statements and circumstances and proposes portfolios
- Executes on all software systems and tools with a competent level of knowledge
- Participates in group projects as assigned by management
- May train and mentor Portfolio Manager Assistants
- May participate in the onboarding and training of new Portfolio Managers
- May manage a small book of client accounts
- May support Portfolio Managers and/or conduct asset allocation reviews of accounts and other account review requirements in the automated review system
- May perform various administrative duties for Portfolio Managers, including but not limited to managing expenses and travel, generating client presentations, and other administrative duties
Requirements
- Bachelor’s degree
- High School Diploma or GED and one (1) year of experience in investment/portfolio management, brokerage, finance, or related experience
- Ability to handle multiple priorities simultaneously
- Knowledge of markets/investments/portfolio management
- Proficiency in Microsoft Office Suite
- Strong analytical and organizational skills
- Strong verbal and written communication skills
Benefits
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Job title
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Experience level
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