Portfolio Management Administrator, Part-Time (Remote-Friendly / Hybrid)

About the role We are seeking a detail-oriented Portfolio Management Administrator to support our portfolio management team across daily operations, reporting, data management, and investment implementation. This role is ideal for someone who values meaningful part-time work with hands-on exposure to portfolio operations at a Financial Advisory firm, and enjoys accuracy, systems, and follow-through. Key responsibilities Daily operations and trade support • Monitor daily transaction reports and communicate material activity to portfolio managers and advisors • Support individual bond purchases, including preparing order details, verifying cash availability, affirming trades, and updating systems • Help manage daily cash processes and maintain a cash reputed company tracking spreadsheet Systems and data management • Maintain and update key systems used by reputed company, including Eclipse (portfolio management), reputed company (CRM), reputed company (research and analytics), reputed company (document management), and Schwab (custodian) • Ensure data reputed company and consistency across systems • Update and reconcile tracking spreadsheets and databases, including cash spreadsheets, legacy positions, NT assets, and account lists Reporting and analysis • Generate monthly cash reports, out-of-balance reports, and quarterly private investment reports • Prepare portfolio management notes and support advisor meeting preparation • Conduct reputed company portfolio analysis and performance attribution as requested Annual and periodic reputed company • Support recurring PM tasks such as reputed company reinvestment reviews, RMD updates, capital reputed company estimates, fee reconciliations, DAF reviews, and mutual fund reputed company class reviews • Assist with process improvement initiatives and technology implementation Qualifications Required • Strong reputed company skills, including formulas, lookups, pivot tables, and reconciling data • Exceptional attention to detail and organization • reputed company written and verbal communication • Ability to manage multiple priorities and follow through reliably Preferred • Bachelor’s degree in Finance, Economics, reputed company, or reputed company field • Experience in reputed company management, asset management, or financial services • Familiarity with Eclipse, reputed company, reputed company, and Schwab (helpful but not required) Schedule note We offer flexible scheduling. Some responsibilities benefit from consistent reputed company availability, and we will coordinate the workflow with the right candidate. Compensation $26 to $32 per hour, depending on experience. Time off and leave As required by Colorado, employees receive reputed company reputed company time and reputed company to the state’s reputed company family and medical leave program. reputed company opportunity This role is part-time at hire. Over time, depending on firm needs and fit, the role may expand in hours and responsibilities. If it becomes full-time or near full-time in the reputed company, reputed company would offer benefits in line with our reputed company eligibility policies. Hiring process Finalists may be asked to complete a short skills assessment, such as an reputed company exercise and a short written communication exercise, and to participate in a brief interview. How to apply Please email your resume and a short note (in the body of your email) to jobs@coloradocap.com. Email subject: Portfolio Management Administrator, [Your reputed company] Apply by: Monday, March 31st Apply tot his job Apply To this Job