At Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we’ve worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve our clients beyond what is expected and help them achieve their future.
The Associate, Portfolio Management will join our Client Solutions Group under the direction of our Managing Director of the Investment Strategy Group. In our fast-paced environment, this key role will work closely with the Advisors, our ISG division, Director of Technology Platform, CCO and Practice leadership. The Associate will be tasked with keeping track of client portfolios, making sure that they are staying within target allocation and client cash targets are addressed. The role will also work to assist advisors with setup of householding portfolio in our trading system facilitating strategy and other portfolio management/trading needs.
Primary Responsibilities
- Update and maintain the firm’s trading systems including Centralized Trading Platform models and strategies.
- Oversee and take ownership of portfolio management and trading systems, including setup, and any client maintenance on all managed client trades within the Centralized Trading Platform.
- Monitor several views to make sure that all client households are in tolerance to their IPS, do not need cash, or have cash to invest, and proactively identify possible trading for our clients.
- Evaluate current client portfolios that are eligible to join the platform and become a liaison for the advisor during onboarding and implementation of clients.
- Document clients that may be out of tolerance, are going through implementation, or have other exceptions to manage.
- Support Chief Compliance Officer with providing SEC compliant and internal audit reports from trading.
- Assist and gather analysis/research on the firm’s strategies and approved list.
- Develop and supply advisors with collateral including trade/implementation proposals, client strategies & asset location.
- Help advisors with questions on trading systems and ability to troubleshoot/find solutions to portfolio needs including analysis.
Basic Qualifications
- Bachelor's degree in finance, accounting or other related concentration
- 1-3 years of experience in the financial industry with an emphasis on trading; portfolio/strategy management background is a plus
- Above average proficiency in Microsoft Office Products
- Knowledge or familiarity with CRM software, cloud-based storage, Schwab Institutional, Fidelity, Smartleaf, and Black Diamond trading systems a plus
- Well versed in asset location, tax loss harvesting, and other trading strategies.
- Have or able to obtain Series 65 license within 120 days of start date
- High attention to detail and accuracy while meeting deadlines
- Experience with financial reporting, billing, and trading systems
- Strong analytical skills
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
What We Do
We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.
