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Larson Financial · 10 hours ago

Portfolio Administrator

St Louis, MO

Full-time

Onsite

Entry, Mid Level

2+ years exp

Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position. This role involves supporting clients through trading and proactively monitoring portfolios while responding to service requests from advisory teams.

AdviceBankingCommercial Real EstateConsultingFinancial ServicesReal EstateReal Estate InvestmentVenture CapitalWealth Management

Responsibilities

Execute trading mutual funds & ETFs for client portfolios

Respond in a timely manner to service requests on the Investment Analysis team queue

Participate in portfolio construction, rebalancing, and management

Provide timely monitoring on client portfolios to ensure they remain on target

Assist the Director of Investments in department projects

Ad hoc portfolio comparisons & in-depth analysis

Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar

Become knowledgeable in different investment products including, but not limited to 529s and Annuities

Portfolio rebalancing, tax loss harvesting, cash investment/generation

Qualification

Basic investmentsProficient in Microsoft ExcelObtain Series 7Custodians2+ years Finance/Investment experienceAnalytical skillsOutstanding customer serviceWritten communicationOrganizational skills