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DATE ADDED: Sat 22/09/2018

Portfolio Assistant

Nashville, USA
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COMPANY: LEE, DANNER & BASS, INC.

Job Description

Position:              Portfolio Assistant

Salary base:         Negotiable

Start Date             September 24, 2018

Hours:                  7 1/2 hour work day.  Flexible start time Monday through Friday. (one hour for lunch).

Time off               15 days accrued in first year

Healthcare           Employer paid for employee 100% (High-deductible with HSA with firm contribution currently $3,000)

401-K                   100% match first 3% and 50% on next 2% with maximum contribution 4%.  5 year vesting on match.

Responsibilities:

Primarily supporting a senior portfolio manager

Excellent PC skills with knowledge of Microsoft Word, Excel (Advent Axys a plus)

Demonstrated ability to learn and use diverse software programs

Detail oriented with ability to troubleshoot problems quickly and accurately

Strong communication skills

Enthusiasm, diligence, maturity and the ability to take direction and work independently and effectively in a team environment

Highly organized; able to efficiently multitask

Familiarity with general investment concepts preferred

Excellent typing skills

Quarterly correspondence to clients

Compiling of marketing brochures

Miscellaneous distribution (mass mailing)

Corporate filing & maintenance

Marketing assistance

Securities Litigation filing support (various steps to processing)

Company Description
Lee, Danner & Bass, Inc. was founded in 1988 as an independent investment counseling firm. We are dedicated to providing our clients with an investment management service of superior quality.


Role: Portfolio Assistant
Job Type:
Location: Nashville,

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