Portfolio Administrator – West Los AngelesThis position is responsible for cash reconciliation, asset reconciliation, trade settlements and performance calculation. Two to five years’ experience in a similar role with an investment management firm and/or broker-dealer. Familiar with standard concepts, practices, and procedures within the financial services industry. FINRA Series 7 licensed. Strong technical skills using Advent & Microsoft Office Suite including Excel, Word and Outlook. Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment. Ability to solve problems, anticipate needs and provide superior service. High energy with ability to handle pressure and meet deadlines. Proven organizational skills and attention to detail.
Trader – Los AngelesThe candidate must be proficient in quantitative trading systems, with a focus on Global Equity Program Trading and Foreign Exchange Spot and Forward Transactions. Understands the BS greeks and how they change, futures fair valuation and currency forward hedging costs. Is familiar with electronic trading platforms, SAS, Bloomberg and Excel. Performance attribution and transaction costs estimates . Build and maintain Excel based trading and monitoring platforms . Education: BA/BS in Finance or Economics with a good understanding of financial mathematics and statistics/econometrics. Minimum 2-3 years trading experience in an institutional setting. Asset classes traded should include Equities and FX . Some SAS programming experience is highly desirable. Visual basic would also be helpful.
Client Service Assistant, PasadenaWe are seeking an individual who is bright, motivated, team-oriented and committed to providing a superior level of support to clients, Portfolio Managers and Financial Advisors. Handling telephones and scheduling appointments; mailing, processing and filing forms. Preparation of prospect and client facing presentations and correspondence. One to five years of administrative experience. Mandarin speaking preferred. Strong PC skills. Degree. 8am – 5pm. The position does not provide any sponsorship.
Operations Associate – West Los AngelesThis position will work on a six person team within the operations department of a growing investment advisor with offices in Los Angeles and Orange County. Responsibilities include but are not limited to: trade settlements, account reconciliation, process new account documentation for wrap program accounts, account set up, review and maintenance, separate account and mutual fund reconciliation and administration, corporate actions, and data management. Bachelor’s degree, Minimum of 5+ years of financial services industry experience, relevant supervisory experience, advanced knowledge of Microsoft Excel, Word and PowerPoint , Strong analytical and quantitative skills, Excellent verbal and written communication skills, Working knowledge of Advent APX and MOXY, Knowledge of FiservAPL.
Private Client Coordinator – Los AngelesAs a liaison between Financial Advisors and clients, the Private Client Coordinator plays a vital role in client relationships. Duties: support multiple Financial Advisors, initiate and respond to client requests, answer calls within your team and while covering the reception desk as necessary, prepare presentations and reports for Advisors’ high net worth clients, schedule and maintain meetings, appointments and travel plans to effectively manage Advisor’s calendar, and general administrative. Hours: 8:30 am - 5:30 pm. Flexibility to work overtime as workload demands change. Job Qualifications: 1 year of experience as a coordinator, administrative or executive support in a corporate or professional office, excellent verbal and written communication skills for heavy client interaction, effective interpersonal skills and flexibility to adapt to a variety of personalities. Working knowledge of Microsoft Word, Excel and PowerPoint. Bachelor’s degree. Financial services industry experience.
Please note, when an offer is extended it is pending a background check. This includes: professional references, educational verifications, salary verification, employment dates verification, credit, criminal and drug.
Interested candidates, please send resume to jobs@westcoastfinancialjobs.