Portfolio Assistant

1201 Fifth Ave, San Diego, CA 92101, USA

Full-TimeDepends on ExperienceEntry LevelAssociate

Job Description

Responsible for providing all administrative and general support to Portfolio Managers and other investment professionals within HCA. Coordinate the day-to-day schedules and activities of the Portfolio Managers to include completing all required paperwork and record maintenance. Responsible for completing client investment reviews and new business presentations for both current and prospective clients on a timely basis. Prepare all client investment presentations, recommendations, correspondence for both current clients and new business opportunities. Manual and electronic filing of client documentation. Preparing documents for imaging; ordering supplies, and general office administration. Provide support for all compliance related activities such as new and Reg 9 account reviews, investment action plans, corporate actions, and other Bank sponsored requirements. Upload necessary documents to SharePoint and Reg 9’s as needed.

Where is this job?

This job is located at 1201 Fifth Ave, San Diego, CA 92101, USA

Job Qualifications

Knowledge of Bloomberg and/or other securities trading systems strongly desired.
Knowledge of trust accounting systems and/or trust administration desired.
Understanding or willingness to learn Salesforce and/or various CMS software
3+ years of experience and is considered the "right-hand person" of the investment professionals.

Required Skills

Analytical skills
MS Word
MS PowerPoint
Salesforce ERP
MS Excel skills
Effective Time Management
Data reporting and presentation

Soft Skills

Verbal communication
Driven and self-motivated
Prioritizing skills
written communication
Adaptability
Attention to detail and accuracy

Compensation

According to JobzMall, the average salary range for a Portfolio Assistant in 1201 Fifth Ave, San Diego, CA 92101, USA is $32,500 to $44,000 per year. This salary range is an average of the salaries of Portfolio Assistants in the area.

Salaries may vary depending on the individual's experience level in the field, as well as the specific company hiring the Portfolio Assistant. Other factors that may affect the salary range include the size of the company, the industry, and the current job market.

Additional Information

Union Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedJune 24th, 2021

Apply BeforeMay 22nd, 2025

This job posting is from a verified source.

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