Portfolio Reviewer I

Job ID 11686 – Portfolio Reviewer I

Location: St. Petersburg, 33716

Type: Contract, may go contract-to-hire depending on workload March 2019

Pay: Around $20.00-$25.00/hour, depending on recent similar experience

This position will be providing administrative support to the department.

Job Duties:

1. Create and execute trades 
Receive workflow email of accounts; ensures that the accounts listed in the workflow email match with the information in the vendor system. 
2. Ensure information is complete and accurate. 
3. Email correspondence 
4. Assist with various projects using Microsoft Excel 


  • Bachelor degree preferred
  • At least 2 years of experience creating and executing trades Understanding of mutual funds
  • Fluent user with Microsoft Office Suite Intermediate skills with Excel - ability to perform vlook-ups will be helpful in this role
  • Experience with Fiserv APL or other Portfolio Management software
  • Extremely high attention to detail
  • Strong data entry skills – Requirement at least 85% accuracy and speed of at least 7500 keystrokes per hour
  • Professional oral and written communication skills
  • Minimum Degree Required: Completed High School (Diploma or GED)
City/State/Zip:St. Petersburg, Florida 33716
Job ID:11686

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