Portfolio Administration & Client Service Associate – Spectrum Asset Management

Job description

What You'll Do We’re looking for a Portfolio Administration and Client Service Associate to join our Spectrum Asset Management team. In this role, you’ll be part of a team focused on interacting daily with all areas of the firm as well as external clients! Monitor and maintain client account performance and attribution reporting, internal composites, benchmarks and indices Analyze and maintain market constituents, and other strategic data for the firm Communicate and disseminate information to sales and marketing teams regarding portfolio, credit and market performance Design and implement systems to make client service data related activities more efficient Design, test, monitor, and internally report upon portfolio guideline compliance rules Coordinate and consolidate responses to requests for proposals Interface with portfolio managers and credit analysts, clients and affiliated compliance personnel regarding portfolio compliance and coordination Spectrum is a registered institutional advisor, with a subsidiary broker-dealer. With over $18 billion in assets under management, Spectrum manages portfolios of preferred and capital securities for an international universe of corporate, pension fund; insurance and endowment clients; open-end and closed-end mutual funds domiciled in the United States, Ireland and Japan, and separately managed account programs for high net worth individual investors sponsored by a variety…