Portfolio Administrator

Employer
Briaud Financial Advisors
Location
College Station, Texas
Salary
$50,000 + Salary commensurate with experience and qualifications
Closing date
Oct 8, 2022

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Job Role
Financial Planning Support
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary
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Job Details

At Briaud Financial Advisors, we pride ourselves on our culture of continuous growth, integrity, teamwork, and professionalism. We are seeking an Portfolio Administrator to join our growing investment team. This position is ideal for someone who is curious, interested in investing, team-oriented, and desires to express our strategy in the most efficient manner possible to the benefit of our clients.

This position is well-suited for you if you are known for your attention to detail, your sense for numbers, your can-do attitude and your ability to think independently and creatively.

In this role you will:

  • Monitor portfolios firm-wide and ensure they are within tolerance
  • Propose trades to bring clients in-line with their respective models based on the parameters set by CIO and Portfolio Manager
  • Enter and execute trades, both one-off and block
  • Review client portfolio notes and models with advisors on a regular basis
  • Create, or reproduce, client deliverables for meetings and firm-wide initiatives
  • Present strategy and decision-making thesis to clients, when needed
  • Maintain records and reporting related to our alternative investments and limited partnerships
  • Create and streamline investment-related processes to create greater efficiencies
  • Review new client portfolios and make initial recommendations regarding transfers/rotations/etc.
  • Review and categorize securities within portfolio management system
  • Assist with special projects as needed and other duties as assigned

If you have the following, we want to talk to you:

  • Strong Integrity — Honest, loyal, principled are words others use to describe you
  • Deep Care for Others — Understanding the needs of those around you comes naturally, you listen intently, and you can put yourself in their shoes
  • Steady and Reliable — People know you as someone they can depend on in a pinch, you are level-headed, and you don’t let things slip through the cracks
  • Seek Excellence — Perfection is not the aim, rather chasing excellence in your personal life, your work, and in others as well
  • Team Player and Great Attitude — Collaboration is sought out and you couple it with a can-do, no-job-is-beneath-me attitude to help you accomplish big goals

Required Qualifications:

  • Bachelor’s degree, preferably in business, finance, accounting, economics or related field
  • 1 year of work experience in the financial industry preferred
  • Proficiency in MS Word and Excel required; Superior working knowledge preferred

Briaud Benefits Include:

  • 10 paid company holidays along with 3 weeks of paid leave
  • Flex-Time
  • 401(k) with employer matching (eligible after 1 year)
  • HSA/FSA/DCFSA availability
  • Continuing Education – paid professional dues, conference attendance, additional training, etc.

Salary is commensurate with experience and qualifications.

Please submit both a cover letter and resume for consideration

Company

Briaud Financial Advisors is an Independent RIA with a strong focus on protecting our clients’ wealth. Located in College Station, Texas, we have built a national reputation for financial planning and are featured regularly in top publications like the Wall Street Journal, New York Times, CNBC, and Kiplinger. When you need a financial advisor with peerless higher-ed credentials, Briaud delivers financial security to some of the smartest people in the world.
Find Us
Telephone
9792609771
Location
1611 Crescent Pointe Parkway
College Station
TX
77845
US

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