VC Associate @ Greenspring Advisors in Towson, MD

Responsibilities

• Maintain high standards for serving both clients and advisors
• Assign model portfolios, execute trades, and rebalance portfolios using our portfolio management system
• Serves as a subject matter expert on Tamarac and rebalancing portfolios, diligently working to support client portfolios and ensure an efficient and accurate rebalancing process
• Support the management of centralized portfolios by proactively recommending trades and monitoring accounts
• Reconcile, enter, download, and update data in rebalancing, account aggregation, and portfolio management software systems
• Ensure compliance with internal policies and best practices across all trading and portfolio management activities
• Applies investment knowledge to analyze portfolios, contribute to research efforts, and draft watchlist notes
• Participate in the firm’s Investment Committee
• Serve as a back-up for other investment team workload (performance reporting, billing, account onboarding, etc.)

• Quickly responds to requests and resolves open tasks
• Proactively eliminates obstacles before they become issues
• Demonstrates efficiency in working with multiple advisors across multiple sites by leveraging firm resources and tools
• High degree of pride in the accuracy and quality of your work product
• Client portfolios are in balance and properly assigned and managed to their model allocation
• Provides accurate trade recommendations and is on the path to independently trading client accounts in accordance with client investment objectives
• Ensure that the firm does not incur trade errors

At least 4 years of experience in trading, portfolio management/operations, or a related investment operations role within the financial services industry.

College degree in Finance, Investments, or Business, or comparable experience.

• Always focused on client needs and customer service
• Detail-oriented and methodical
• Demonstrated problem‑solving abilities
• Follows up and follows through
• Exceptional organizational skills with a proven ability to multi-task and manage multiple projects
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Excellent oral and written communication skills
• Ability to excel in a fast‑paced, changing environment
• A self‑starter who is assertive, proactive, independent, flexible and accommodating
• Strong interest and understanding of investments and portfolio management
• Expert in Microsoft Excel and other Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Tamarac, Salesforce, YCharts, Morningstar is a major plus.

• Starting base salary range: $60,000-$100,000, with the opportunity to earn a discretionary annual bonus up to 10% of earnings.
• Within 2-3 years, the Investment Operations Associate will be encouraged to obtain an advanced investment designation
• This individual will report to the Director of Investments
• The first 90 days will include an extensive onboarding/training program.
• After the first 90 days and with the manager’s approval, the candidate may be eligible to work from home for a specified number of days per month.

• Health, Dental and Vision Insurance Offered
• Health Savings Accounts and Flexible Spending Accounts
• 401(k) Plan with employer match and discretionary profit‑sharing contributions
• GREEN Units (equity ownership in the firm after two years)
• Paid Time Off + Volunteer PTO
• Paid Short‑Term and Long‑Term Disability Insurance
• Paid Group Life Insurance
• Free financial planning and investment advice
• Annual professional development stipend for continuing education, courses, conference attendance, etc.
• Cellphone reimbursements
• Matching Gifts Program
• Stand‑up desks, dual computer monitors, team engagement events, and volunteer Days of Service
• Paid parking in our adjoining garage