Portfolio Associate
SPC Financial, Inc. • Rockville, MD
We are seeking a detailed, analytical professional with great organizational and data analysis skills to join our team! Applicant must be able to work in-person at our Rockville, MD office.
SPC Financial® is more than a financial planning firm; we hold our motto of Finance on a Human Level® deep in our core. We’re one of the oldest, tax-integrated*, white glove investment management and financial planning firms in the country, ready to provide simple solutions to complex financial problems.
This Portfolio Associate will be responsible for the day-to-day administration of our trading platform and work across teams to meet business needs.
Key Responsibilities:
- Collaborate with the President & CEO, Director of Investments and Financial Advisors on investment strategies and their implementation in client accounts
- Build and monitor custom portfolios and security sets for our client's investment plans
- Gather and organize data for client reports and presentations
- Work across departments (including Operations, Compliance, and Financial Planning) on firm initiatives
Required Qualifications:
- Bachelor's Degree or relevant experience
- FINRA Series 7 & 66 (or ability to obtain within 6 months)
- Expert-level knowledge of leveraging Microsoft Excel to visualize data and gain insights
- Strong written and verbal communication skills with a professional demeanor
- Highly dependable quick learner with a positive attitude who thrives in both individual and team settings
- Proactive and willing to contribute ideas. Not afraid to ask questions
Preferred Qualifications:
- 1-3 years of experience in the financial industry
- Coursework in financial industry-focused classes
- Experience with Orion, Morningstar, and/or FactSet
Ready to Apply?
Please send your resume, along with a cover letter, to our team by email: employment@spcfinancial.com. We look forward to hearing from you.
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EOE/ADA • SPC Financial, Inc. has an employment at-will policy.