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Career Story: Lead Portfolio Assistant At An Investment Management Firm

Lead Portfolio Assistant At An Investment Management Firm

Job Title: Lead Portfolio Assistant

Type of Company: My company provides investment management services to high net worth clients.

Education: AS, Accounting, Massachusetts Bay Community College (Wellesley, MA)

Previous Experience: I previously worked as a teller in a bank and also as an assistant manager in a retail shoe store.

Job Tasks: I am responsible for leading the client services department and assisting our client base with all of their needs or requests. I help clients over the phone or in person with a variety of tasks such as opening accounts, transferring money or depositing cash. A good portion of my day is also spent assisting the Portfolio Manager I am assigned to with the day-to-day tasks that arise. These tasks can include gathering data to show the client in a meeting, preparing books to be distributed at a client meeting, typing memorandums, creating spreadsheets in Excel or Word, etc.

I am also responsible for gathering firm-wide data to be supplied to our superiors. For example, I have to give them an updated spreadsheet each month which shows how each manager is doing with his or her investing as compared to the stock market. I also have to give them another exhibit which shows our "assets under management" which I fill in using data from several reports. This shows them whether the value of all of the assets that we manage has gone up or down over the past month. My position has a lot of variety and you never know what the day is going to bring, so I guess that is why I've been there almost 18 years.

Best and Worst Parts of the Job: The best part of the job is the fact that I have a variety of tasks that I am responsible for and also that my employer is flexible. If I need to leave early one day and I make it up the next day, no one objects.

I would have to say that the worst part of the job is that we have a really busy time during the first three months of the year and it can be very stressful when you get behind in your work.

Job Tips: My position is very customer-oriented so you really have to enjoy working with and talking on the phone with customers. Having some knowledge of the stock market and how it works is helpful, but you also learn as you go. Organizational skills are a must with this position because you can have several requests going on at the same time that you need to keep organized until they have been taken care of.

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