Wealth Management Specialist, Sr. jobs in Indiana

Reynolds Wealth Management, a rapidly growing wealth management practice, is seeking an experienced Investment Portfolio Specialist with strong mathematical aptitude to manage create and maintain models for the wealth management team. If not already obtained, CFA will be strongly encouraged.

The Investment Portfolio Specialist will work directly with RWM Senior Management & FA teams.

The position of Investment Portfolio Specialist is designed to provide candidates with a challenging, meaningful, and supportive opportunity to build a career at Reynolds Wealth Management.

The successful candidate should have the ability to contribute in a positive manner to our culture by operating consistently within established processes, holding oneself accountable, and seeking to continually learn.

POSITION OVERVIEW

• Support, analysis, and configuration of trading, portfolio accounting, and analytics systems.

• Participates in projects to support or enhance the portfolio management processes and systems.

• Support the creation of monthly and quarterly client reports in a timely and accurate fashion.

• Produce database numerical reports and implement transactions.

• “Can do” attitude to support the team to provide exemplary client service with clean and clear data quickly and efficiently.

• Strong mathematical and analytical skills, service oriented, excellent interpersonal and communication skills, and strong organization skills.

• Outstanding attention to detail, with ability to perform and prioritize multiple tasks simultaneously while meeting or exceeding deadlines.

• Dependable with a strong sense of team effectiveness.

• Superior Excel skills and a systems background with applicable software knowledge.

QUALIFICATIONS

· 1-3 years of experience in the investment industry

· Possession of bachelor’s degree in finance, economics, accounting, or business

· Solid mathematics and quantitative skills

· Exceptional organizational skills

· Strong proficiency in Microsoft Excel, Word, and analysis applicable software

· Desire to pursue CFA

DESIRED SKILLS

•Reconcile portfolio accounts

•Maintain data integrity

•Assist in the maintenance of asset allocation models and portfolio structures

•Maintain risk models for portfolios

•Maintain and rebalance financial models

•Update security and portfolio analytics

•Provide research and allocation support to financial advisors or other members of the trade desk as needed

•Assist in quarterly client reporting process

•Place trades in and out of models for individual client accounts for multiple FA’s daily

10211 Auburn Park Dr.

Fort Wayne, IN 46825

(260) 376-1000

Reynolds Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

• Paid time off
• Retirement plan

Weekly schedule:

• Monday to Friday

Work setting:

• In-person

Work Location: In person