Employment Opportunities

Fixed Income Portfolio Assistant

WRIGHT is looking to add a member to their Fixed Income Team.

The primary role is to assist the fixed income portfolio managers in collecting and analyzing data, selecting investments, managing portfolios, preparing for meetings with clients and prospects, and completing RFPs. The Fixed Income Portfolio Assistant will also work with the members of Client Service Team in supporting their requests for information on investments and portfolios, and with members of the Equity Team with respect to company coverage.

The successful candidate will have 1-3 years experience in fixed income investments, a high-level command of mathematics, and expert skills in Excel. Experience with Bloomberg and CMS BondEdge are highly desirable. Business degree, MBA, CFA or CFA-candidate preferred.

The willingness to work flexible hours, the ability to work well with others under pressure and the desire to work in a dynamic entrepreneurial environment are essential.  

Portfolio Administrator

WRIGHT has provided investment management solutions to private clients, bank trust departments and institutions for more than 40 years.  Our goal is to provide consistent investment results while delivering superior service to our clients.  To accomplish this we manage a variety of separate account styles and combine them with mutual funds and ETF’s to create portfolio solutions tailored to the needs of each client.  

Job Responsibilities – The successful candidate will operate in a team of 5, responsible for the investment administration of customized portfolio strategies for client accounts. 

Duties will include:

Accurate and timely implementation to multiple client accounts of portfolio and asset allocation changes created by product managers.

Investment of new client accounts and deposits to existing accounts.

Daily communication by phone and email with bank trust officers, transfer agents and custodians.

Scheduled reviews of client accounts to ensure compliance with guidelines.

Documentation of work flow for compliance purposes.

Qualifications –

Bachelor’s degree.

Minimum of 2 years relevant experience, preferably in finance or banking.

Dedication to client service and teamwork.

Strong oral and written communication skills.

Strong computer skills and a desire to apply technology to enhance personal and departmental productivity.

Organized and attentive to detail.

Series 65 or 7 license or willingness to obtain.