Portfolio Optimization Associate at Personal Capital

| Greater Denver Area
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The Role:

The Portfolio Optimization Associate is responsible for all front-end preparation of client portfolios. This includes the review of legacy positions and creation of custom buildout strategies to minimize taxes and align each client’s portfolio with their model target. The role will also be responsible for quality control, which includes setting up internal systems to accommodate custom personalizations and ensure each portfolio is properly implemented. Additionally, there is opportunity to participate in numerous operational functions covering many aspects of wealth management for individuals and families.

 

Specific duties include:

  • Support for clients through Sales and Service Advisors, including:
    • Creation of custom tax-sensitive implementation plans
    • Portfolio auditing:
      • Setting up internal systems to accommodate personalizations and client preferences
      • Ensuring portfolios are properly implemented
    • 401k allocation recommendations
  • General support to Portfolio Management Team and Investment Committee

The ideal candidate will execute at a high standard in a fast paced environment and is flexible, self-motivated, and efficient at multi-tasking. Attention to detail and pride in work are extremely important.

Qualifications:

  • 1-2 years of industry experience preferred, with a proven record of accomplishment and excellence
  • Excellent attention to detail. Strong operational, organizational and follow-up skills with the ability to manage complex operational work
  • Strong command of Microsoft Excel
  • Passion for investing and learning about capital markets

Location: Denver, Colorado

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • ExpressFrameworks
    • HadoopFrameworks
    • Node.jsFrameworks
    • DB2Databases
    • HiveDatabases
    • MySQLDatabases
    • AWSDatabases
    • JIRAManagement
    • SalesforceCRM
    • MarketoLead Gen

Location

Located in the heart of downtown Denver!

An Insider's view of Personal Capital

What are some social events your company does?

We tend to celebrate in big ways. Hitting milestones is exciting for any business, and at Personal Capital we've set aside time to rent out Lucky Strike or take the office out to a Rockie's game to celebrate our success. Our holiday parties are guaranteed to be a good time too!

Will

Sr. Recruiter

How do you collaborate with other teams in the company?

I work with and rely on Data Engineering to provide the data architecture needed for my analyses. I brainstorm promotion ideas with Sales, Marketing, and Product and track results in real-time. My insights and recommendations get presented to upper management to evaluate and implement, ultimately providing business intelligence using data.

Chris

Business Analyst

What are some things you learned at the company?

We want our employees to grow personally and professionally. At Personal Capital, you'll learn that clients always come first. We do all we can to help our clients fulfill their financial goals. That mentality spreads to every facet of your life, outside of work we try to better our community and we take pride in donating our time.

Jordan

Recruiter

How do you make yourself accessible to the rest of the team?

To make sure I'm regularly formally connecting with each member of my team, I schedule bi-weekly check-ins to see how they're feeling about everything from day-to-day challenges to long-term opportunities they want to tackle. In addition to that, we have an open work environment and I sit right in the middle of my team!

Danielle

Manager | Senior Financial Advisor

How would you describe the company’s work-life balance?

With 9 paid holidays, weekends off, and generous PTO, there's a lot of time to enjoy living in Denver. Our Team can be found hitting the slopes every weekend or playing kickball in the Summer.

Meghan

Director of Human Resources: Talent Acquisition, Development, and Retention

What are Personal Capital Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Unconscious bias training
Diversity manifesto
Diversity Employee Resource Groups
Business resource groups include ALMA: Aspiring Latinos Moving Ahead, BOLD: Black Organization for Leadership Development, EA, Pride, NAMaSTE, VETS, and WEN: Women's Empowerment Network.
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Match charitable contributions
The company matches up to $5000/year per employee for charitable giving.
Child Care & Parental Leave Benefits
Generous Parental Leave
Personal Capital provides 4 weeks of parental leave. In addition, Personal Capital offers supplemental wage replacement for employees who elect to utilize a paid pregnancy disability leave plan.
Flexible Work Schedule
Remote Work Program
Our remote work program includes the option to work from home full-time.
Family Medical Leave
Adoption Assistance
We offer up to four weeks of wage replacement options for employees on parental leave following adoption.
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Our employees receive 16 hours per year of paid volunteer time.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Tuition Reimbursement
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Online course subscriptions available
Customized development tracks
Paid industry certifications