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Portfolio Management Associate

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Job Description

We are seeking an individual with an analytical mindset who can quickly understand our complex processes associated with our operations. This role will help our Transactions Desk by supporting the creation, execution, administration, and analysis of almost every environmental commodity transaction we perform. You'll be challenged by the volume of work we need to accomplish in a growing company & quickly expanding market. Our team members excel in this role because they can communicate effectively and have top-notch analytical skills. If that sounds like you, then come join us!


What You'll Do

•Support the transaction team on all trade related tasks: inventory levels, trade confirmations, transaction booking, settlement, invoicing, and payment.

•Compile & prepare weekly status reports regarding transactions and payments.

•Support accounting efforts in processing and reconciling transactions and payments.

•Determine areas of inefficiency and identify improvements across Operations activities.

•Coordinate and work with Applications, Client Services, Sales, and Web Development teams to help implement solutions and enhancements.

•Effectively communicate issues and create solutions with co-workers to advance our overall service and business.

•Find ways to work more efficiently as a team in a small, fast-paced, and high performing environment.


What You Bring

•Minimum of a Bachelor's degree or equivalent certification.

•Or in lieu of a degree, min. 4 years of relevant experience.

•Minimum 2 years of relevant experience.

•Excellent communication skills, friendly demeanour and a welcome presence with clients.

•Proficiency with Microsoft Office and Salesforce.


We offer stellar benefits! Here's a snapshot:

•Health, dental, vision and life insurance benefits

•401(k) including employer contribution

•13 Paid Holidays

•Unlimited PTO

•Remote working environment

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  3. We'll reach out if there's a company interested in talking to you.