BP
$70,000 – $87,000
Listed on Blumberg Portfolio’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
This role supports sophisticated investment professionals using Addepar's trading and portfolio management platform, troubleshooting issues and helping clients maximize the system's capabilities. It suits someone with financial knowledge and client-service experience who enjoys problem-solving and can coordinate across technical teams.
Our summary, not Blumberg Portfolio’s wording. The full posting is on their site.
Skills this role names
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What they ask for
Required
- 4+ years client-facing experience
- Bachelor's degree in Finance, Economics, Mathematics, or equivalent
- Familiarity with trading workflows, portfolio management, or financial instruments
- Strong communication and organizational skills
- Analytical and mathematical proficiency
- Ability to manage multiple concurrent cases
- Legal authorization to work in the United States without visa sponsorship
Nice to have
- Previous experience in investment management
- Experience with Order Management Systems (OMS)