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Portfolio Systems Administrator
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Full-time
- Grandfield & Dodd, LLC, an independent NYC-based registered investment adviser, seeks an Equity Research Analyst to join our boutique firm.
- We employ a research-centric approach to oversee approximately $1.8 billion for high-net-worth individuals, families, and trusts via separately managed accounts holding primarily individual stocks and bonds.
- Equity investments are long-only with low turnover and include mega, large, and mid-cap companies.
- Ensure transaction/position integrity in Advent APX against client custodial records, including reviewing asset transfers, cost basis information, and corporate action transactions.
- Affirm trades on DTCC - TradeSuite.
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