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Portfolio Administration & Client Service Associate – Spectrum Asset Management
Principal Financial Group
📍
Stamford, United States
Location
Stamford
Posted
June 15, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
**What You'll Do**
We’re looking for a Portfolio Administration and Client Service Associate to join our Spectrum Asset Management team. In this role, you’ll be part of a team focused on interacting daily with all areas of the firm as well as external clients!
+ Monitor and maintain client account performance and attribution reporting, internal composites, benchmarks and indices
+ Analyze and maintain market constituents, and other strategic data for the firm
+ Communicate and disseminate information to sales and marketing teams regarding portfolio, credit and market performance
+ Design and implement systems to make client service data related activities more efficient
+ Design, test, monitor, and internally report upon portfolio guideline compliance rules
+ Coordinate and consolidate responses to requests for proposals
+ Interface with portfolio managers and credit analysts, clients and affiliated compliance personnel regarding portfolio compliance...
We’re looking for a Portfolio Administration and Client Service Associate to join our Spectrum Asset Management team. In this role, you’ll be part of a team focused on interacting daily with all areas of the firm as well as external clients!
+ Monitor and maintain client account performance and attribution reporting, internal composites, benchmarks and indices
+ Analyze and maintain market constituents, and other strategic data for the firm
+ Communicate and disseminate information to sales and marketing teams regarding portfolio, credit and market performance
+ Design and implement systems to make client service data related activities more efficient
+ Design, test, monitor, and internally report upon portfolio guideline compliance rules
+ Coordinate and consolidate responses to requests for proposals
+ Interface with portfolio managers and credit analysts, clients and affiliated compliance personnel regarding portfolio compliance...