Investment Portfolio Administrator
Fairport Asset Management - Cleveland, OH

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The position is responsible for client investment portfolio/account administration to ensure management of client accounts to achieve client objectives, and the execution of buy/sell recommendations and requests. The position also serves as back-up equity trader and for trade execution reconcilement and settlement.

Minimum two years of portfolio / investment experience with general understanding of investment management principals, and portfolio management processes. The person would hold a 4 year degree preferably with an emphasis in finance, economics, investments, accounting and/or business. Experience with Bloomberg, Morningstar, Orion and other investment software is a plus. The position requires the ability to work well under pressure, able to organize work with a high degree of attention to detail, and strong analytic aptitude.

About this company
Fairport Asset Management provides wealth management services to high net worth individuals, families and select institutions and has...