Portfolio Associate

Job Type

Full Time

Salary

Details: TBD

Published

07/30/2018

Start Date

09/10/2018

Application Deadline

08/13/2018

Address

160 Spear Street
Suite 250
San Francisco
CA
94105
United States

Description

Job Summary

The Portfolio Associate will provide support to the Investment Management Team in the San

Francisco office. This position requires someone who is a technology leader, is very organized, has

superior attention to detail, can work both independently and as a team player, and can handle

multiple responsibilities. Trillium provides clients with solutions for Sustainable and Responsible Investing- SRI, ESG Investing and Impact Investing.  


Duties and Responsibilities

  •  Assist in all aspects of client service
  •  Coordinate the opening and on‐going maintenance of client accounts
  •  Ensure client requests are completed promptly and accurately
  •  Follow up effectively with Investment Managers on any account needs or issues
  •  Prepare and process client paperwork and materials for client meetings
  •  Prepare client trades for Investment Manager review
  •  Other high‐level administrative, client, and firm projects


Qualifications

  •      Excellent organization skills
  •     Able to perform multiple tasks concurrently with superior attention to detail
  •  Technology oriented and an expert in all Microsoft office applications
  •  Strong interpersonal and communication skills.
  •     Effectively communicate verbally and in writing with clients, members of the firm and outside contacts
  •  Ability to establish strong working relationships
  •  Strong math, analytical, and decision‐making skills are required
  • Desire and ability to work successfully in a small growing company environment

Benefits

Trillium Asset Management LLC provides a generous compensation package that includes

401(k), profit sharing plan, group life, long‐term disability, health, dental, and vision insurance


benefits, paid time off and performance‐based bonus program.

Level of Language Proficiency

English

Professional Level

Professional

Minimum Education Required

4-year degree

How To Apply

wlana@trilliuminvest.com
http://www.trilliuminvest.com/

We will only consider applications with an attached professional resume and cover

letter. Please email: wlana@trilliuminvest.com


Share:

Share: