• North Carolina

  • $

    65,000 Per Year

  • Permanent

Reference: 26388


Twenty is teaming up with a prominent financial services leader in the Charlotte area who is looking for strong and enthusiastic candidates to join their team!

With headquarters being in the heart of Charlotte, our client is a full-service investment solutions group offering their services in a variety of formats including mutual fund, SMA and UMA model delivery. Our client’s mission is to provide long-term and consistent investment success along with excellent client service.
Position Details: Portfolio Administrator
Employment Type: Full Time
Salary: Open for negotiation
Location: Hybrid – Must live in Charlotte, NC (Desirable relocation package included)
Desired Background/Skills:
- Bachelor’s degree in accounting, finance, or relevant field
- 2+ years of financial work, preferably in back/middle office within asset management
- Direct experience with portfolio accounting systems (Archer, APX and/or Orion preferred)
- Strong/technical understanding of securities, investment markets, security data, and investment systems
- Excellent computer skills with understanding of various software packages (Charles River, Factset, Bloomberg, and Salesforce preferred)
- Strong ability to utilize Microsoft Excel (vlookups, pivot tables, and marcros)

Please send resumes to maggie.rotunda@twentyrecruitment.com