#twiceasnice Recruiting placed a Portfolio Administrator - Investment Management in the New England. The role is in Financial Services. This is a repeat client with 2 total searches. First qualified candidate submitted in 10 days. Offer extended in 10 days from intake. Fee: 9.9% with an 18-month guarantee. #twiceasnice is a national direct-placement recruiting firm that builds every search from scratch and headhunts for every role.
Placement Record
Portfolio Administrator - Investment Management
Financial Services · New England
Finance & Accounting
Entry/Coordinator
Remote
Repeat client · 2 total searches
Portfolio Administrator - Investment Management successfully placed by #twiceasnice in the New England.
From the completed search:
Search Details
Our client, a respected investment and wealth management firm, is seeking a Portfolio Administrator to join their team in Shelton, Connecticut. Reporting directly to the Head of Portfolio Administration, this role involves managing client portfolio record-keeping and reporting functions, contributing to strategic initiatives aimed at enhancing the client experience. This position is perfect for someone with a solid academic background in finance, familiarity with stocks and bonds, and a strong ambition to build a career in the industry. Our client boasts exceptional employee tenure, offers clear pathways for career advancement for all team members, and prioritizes work-life balance and professional growth.
| Role | Portfolio Administrator - Investment Management |
| Role Level | Entry/Coordinator |
| Industry | Financial Services |
| Region | New England |
| Work Model | Remote |
| Salary | ~$60,000 |
| Days to First Accepted Submittal | 10 |
| Intake to Offer-Extended Candidate | 10Days From Intake Call to Offer Extended Candidate |
| Our Fee | 9.9% |
| Guarantee | 18 months |
| Repeat Client | Yes — 2 total searches with this client |
| Our Fee (9.9%) | $5,940 |
| Industry Standard (20%) | |
| Client Savings | $6,060 |