<p>Robert Half is partnering with a small financial services client in the Denver on a Portfolio Administrator opening<b>. </b>This position plays a critical role in supporting the day-to-day operations of our investment portfolios. The ideal candidate will have at least 1 year of experience in portfolio administration, investment operations, or a related financial services role. This is an excellent opportunity for someone looking to grow their career in asset and wealth management.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support portfolio managers and advisors in daily operational tasks related to client investment portfolios</li><li>Monitor cash and security positions to ensure portfolios are in line with targets and trading activity</li><li>Process trade settlements, corporate actions, and reconciliation of accounts across custodians</li><li>Liaise with custodians, brokers, and internal teams to resolve discrepancies or service issues</li><li>Maintain accurate records of client portfolios and assist with reporting and performance metrics</li><li>Assist in onboarding of new client accounts and account maintenance, including billing and fee calculations</li><li>Prepare and deliver periodic client statements, reports, and data for internal and external use</li><li>Ensure compliance with internal policies, regulatory requirements, and industry best practices</li><li>Support technology and process improvements to enhance operational efficiency</li></ul><p><br></p><p><br></p>

<p><br></p><ul><li>Bachelor’s degree in Finance, Accounting, Economics, Engineering, or a related discipline</li><li>Minimum 1 year of experience in portfolio administration, investment operations, or similar financial services function</li><li>Proficiency with Microsoft Excel </li><li>High attention to detail with strong analytical and problem-solving skills</li><li>Excellent communication and interpersonal skills</li><li>Ability to manage multiple priorities and meet deadlines in a fast-paced environment</li><li>Team-oriented with a client-service mindset</li></ul><p><br></p>

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