Job Title: Portfolio Manager 2
Key Responsibilities:
- Act as a key point of contact between portfolio managers, ensuring timely and effective communication.
- Coordinate with multiple teams to ensure smooth execution of daily portfolio operations.
- Develop and implement process improvements that enhance communication and workflow efficiency.
- Assist in the preparation of operational documentation and materials for meetings.
- Proactively identify and address bottlenecks in operational processes.
- Organize regular feedback sessions with internal teams to identify areas for operational enhancement.
Skills Required:
- Bachelor’s degree in Business, Communications, Finance, or a related field.
- 5-10 years of experience in an operational, client-facing, or support role in a financial or business setting.
- Exceptional written and verbal communication skills.
- Excellent organizational skills and attention to detail.
- Proficiency in Microsoft Office (Excel, Word, PowerPoint).
- Comfortable in ambiguity and able to adapt to quick changes.
Preferred Skills:
- Experience with Keynote and Airtable.
- Experience in a client services or operations role with a focus on communication.
- Familiarity with portfolio management data tools.
- A proactive approach to problem-solving with strong interpersonal skills
About SSi People:
With over 26 years of industry experience, SSi People has built its reputation and expertise on putting people first. Everything we do works toward delivering an exceptional experience for our consultants, our clients, and our internal team. Through a genuine commitment to people in everything we do. We have developed refined processes and a stellar internal team to deliver talent quickly. More importantly, we focus on building long-term relationships, not transactions. Putting people first is just what we do well.
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