Careers


Portfolio Administrator

Location: Temple, Texas


The Portfolio Administrator is responsible for the timely and accurate preparation of external client reporting, as well as internal reporting materials within the firm. This position requires a strong background in understanding back office operations of an investment manager and familiarity with the reporting requirements.

Learn more


Full-Time Receptionist

Location: Gold River, California


The Receptionist will provide administrative support to our Portfolio Administrator/Advisors, assisting with client needs and requests.

The Receptionist will have significant direct contact with our clients and requires superb and highly polished client service skills.

Learn more


Portfolio Administrator

Location: Blue Ash, Ohio


The Portfolio Administrator is responsible for the timely and accurate preparation of external client reporting, as well as internal reporting materials within the firm. This position requires a strong background in understanding back office operations of an investment manager and familiarity with the reporting requirements.

Learn more