Portfolio Administrator / Research Assistant

Sebold Capital Management, an independent wealth management first serving individuals, families, and their businesses is seeking a Portfolio Administrator / Research Assistant to join our growing team in Naperville. This position is a critical part of our firm’s success in enhancing our reporting efforts to our clients.

The primary responsibilities of the Portfolio Administrator / Research Assistant include…

• Assist with the development of reporting packages including monthly, quarterly, and annual client reports;
• Daily posting and reconciling pricing downloads;
• Create research documents, white papers, press materials, and other deliverables for advisors use;
• Act as liaison between portfolio management system and advisor.

The qualified candidate will have:

• Bachelor’s degree in finance / accounting or equivalent;
• Must be able to make decisions and have problem-solving skills;
• Strong analytical and attention to detail;
• Ability to work independently and as a team member;
• Excellent time management skills;
• High level of proficiency with MS Office;
• Tamarac / PortfolioCenter knowledge a plus;
• CFA or CFP track considered a plus.

What Sebold Capital has to offer you:

• Competitive Salary
• 401k / Health & Life insurance
• Fun, casual, small-office atmosphere
• Employee lunches and outings
• Class A office near I-88

Please send resume with salary expectation to info@seboldcapital.com. No phone calls at this time please. EOE