Portfolio Implementation Associate

The Portfolio Implementation Associate will work in Janneys Operational department as a part of the Trading Team. The individual will hold dual responsibilities in the daily monitoring and administration of advisory accounts while providing technical help and assistance. This role is based in Philadelphia with full time in the office you are good at:Analytical Ability: Able to effectively review information and data to identify issues and and Time Management: Able to structure the timing of operational workflow to reliably and accurately complete multiple tasks under frequent time : Proactively look for opportunities to enhance operational procedures and personal Relationships: Connecting with others in a way that fosters trust and creates collaborative relationships. Responsibilities:Provide initial training and ongoing support to managers and Financial Advisors using the Vestmark user experience by partnering with Financial Advisors to understand goals and maximize efficiency with appropriate implementation of the firms model delivery portfolios on behalf of managers on the and implement Janneys proprietary mutual fund wrap an understanding of Janneys product offerings and how they affect the analytical skills to identify possible process and workflow excellent client service and follow up where ad hoc projects as necessary and assist with process improvement initiatives as and assist with the administrative and support functions on the you have:Bachelors Degree or equivalent experience.0-2 years of related industry 7 and 66 licenses required or ability to obtain within 6 of financial markets including equities fixed income and/or mutual funds a with Vestmark Envestnet APL/InvestCloud Advent Charles River or Bloomberg a ethical standards and excellent attention to written and oral communication to work under pressure in a dynamic environment with competing demands for an interest/knowledge in financial project and time management spirit and a team work for usBenefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employees life we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave generous Paid Time Off eligibility for a $2000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at hometoday and in the future. Explore is an award-winning full-service financial services firm committed to understanding our clients needs and providing advice beyond are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the are our strongest asset. We recognize that when our team members thrive our firm is more successful.