About

• Description
• Growing Metrowest Registered Investment Advisory firm is seeking an experienced Portfolio Operations Associate to join our team. The primary function of this role is to handle the day-to-day management of client portfolios, ensuring they are being invested according to assigned strategies and allocations, while managing ongoing account needs such as distributions, contributions, and rebalancing.

• The Portfolio Operations Team is a centralized group within the firm that works closely with Wealth Managers and the Investment Team to provide clients with custom-tailored investment portfolios to help them achieve financial peace of mind.

• This is a hybrid position with the candidate expected to report to our headquarters in Westborough, MA.

• Key Responsibilities
• Manage daily portfolio operations ensuring adherence to investment strategies and target allocations
• Process and oversee client account transactions including contributions, distributions, transfers, and systematic rebalancing
• Collaborate with Wealth Managers to implement portfolio adjustments and address client needs
• Partner with the Investment Team to execute strategy changes and allocation shifts
• Monitor portfolio compliance and drift tolerances
• Respond to the Chief Compliance Officer and other compliance personnel on matters as needed
• Follow all compliance procedures as outlined in the Compliance Policy and Procedures manual
• Perform other related duties as required
• Requirements
• Bachelor's degree required
• Minimum 3 years of relevant industry experience required
• Experience with Orion and Orion Eclipse a plus
• Salesforce CRM experience a plus
• Trading and capital markets experience a plus
• Strong Excel skills
• High degree of accuracy and attention to detail
• Strong organizational skills with ability to manage multiple priorities
• Ability to work effectively both independently and collaboratively in team settings

• Benefits

We offer a comprehensive benefits package including

• 401(k) retirement plan
• 401(k) match
• Health insurance
• Dental insurance
• Vision insurance
• Flexible spending accounts
• Health savings account
• Life insurance
• Disability insurance
• Paid time off
• Parental leave

• Why Join Us?
• Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways.
• Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized.
• Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication.

• If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes and in delivering an unparalleled experience to our clients!