Portfolio Analyst

Portfolio Analyst, Private Wealth

Ascendo is excited to present this opportunity in the financial services industry. We are seeking a proactive and self-reliant professional to manage the daily administration of an established book of business. This essential position focuses entirely on operational support and account management, helping to streamline workflows for a senior advisory team. The ideal professional will bring a strong background in independent broker-dealer account administration along with an active Series 7 registration to ensure seamless trade execution.

Responsibilities

• Direct the daily administrative and operational workflows for an assigned segment of client accounts.
• Process and execute retail trade orders accurately while maintaining strict regulatory compliance.
• Serve as the primary operational contact for established clients to deliver elite account service.
• Coordinate closely with senior wealth advisors to maintain seamless portfolio maintenance.

Qualifications

• Active Series 7 registration with a practical transactional background.
• 2+ years of experience handling trade execution within a broker-dealer framework.
• Bachelor's degree in economics, finance, or a related business field.
• Demonstrated ability to manage account administration and operational tasks independently.
• Ability to commute onsite 5 days a week to the Palm Beach County area.

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.