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Portfolio Administrator

Gratus Capital

This is a Full-time position in Atlanta, GA posted November 9, 2021.


Our Firm: Gratus Capital is the premier wealth management firm in the Southeast serving successful individuals, families, foundations, and institutions.

We are a dedicated team focused on providing invaluable counsel and enabling our clients to fulfill their financial goals.

Our Team: The Investment Strategy Group (ISG) delivers a superior investment management platform across traditional and alternative asset classes for our clients.

To produce extraordinary results, we have built a collegial atmosphere where personal growth, learning, and open debate are encouraged.

The Role: The Portfolio Administrator role supports the objectives and day-to-day operations of the Investment Strategy Group enabling us to grow at scale.

The individual will be responsible for a wide range of duties from portfolio maintenance to private investment accounting to data analysis.

This is an excellent opportunity to engage with and learn different areas of the investment management and wealth management industries.

We are always growing, innovating, and improving.

This individual should expect a dynamic and fast-paced environment.
Overall Responsibilities
Own portfolio review, maintenance, and trade support operations.
Own reporting, data management, and analysis projects for both liquid and private investments.
Support performance measurement and portfolio management initiatives and projects for ISG.
Support data and statistical analysis for investment monitoring and risk management.
Both manage and improve investment operations processes.
Help introduce automation and scalability to processes and tasks.
Master technologies and tools (Tamarac Suite, Salesforce, Schwab Institutional Intelligent Portfolios).
Bachelor’s Degree (BA) from accredited four-year college or university.
Knowledge of and interest in capital markets.
Self-starter, problem solver, and self-motivated with a commitment to continual education.
Technological fluency.
Proficient in Microsoft Office, specifically Excel, portfolio management software such as Tamarac Suite, and Salesforce CRM.
Familiarity with or interest in a programming or scripting language.
Commitment to teamwork, continual improvement, and accuracy.


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