High Yield Portfolio Services - Senior Associate

We are seeking a motivated individual to join our innovative team of financial professionals as a High Yield Portfolio Services - Senior Associate. The role will support core processes such as portfolio oversight, investor reporting, and fund accounting, as well as system and operational process improvement. We offer a comprehensive benefits package, including medical, dental, and vision coverage, a highly competitive 401(k) plan, and paid time off.

Requirements

• Support portfolio oversight, investor reporting, and fund accounting processes
• Improve system procedures and recommend changes
• Work with outsourced third-party administrators and internal parties
• Maintain awareness of client mandates, portfolio governing documents, and regulatory restrictions

Benefits

• Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
• Fitness Center Reimbursement Program (Including Online Memberships)
• Employee Assistance Program (EAP)
• Fertility Benefits
• Highly competitive 401(k) Plan with Company Match
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care
• Retirement Health Reimbursement Account
• Basic and Supplemental Life Insurance
• Spouse and Child Life Insurance
• Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans
• Paid Volunteer Time
• Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program