Description Portfolio Administrator Location: Alameda, CA (Hybrid Option Available) Compensation: $90,000–$120,000 + Bonus 📩 Interested? Let’s connect. Reach out to Jennifer Fukumae on LinkedIn to explore this role or other finance leadership opportunities in my network. About the Firm Jennifer Fukumae at Robert Half is partnering with a mission-driven financial services firm committed to providing personalized investment management. This role is essential to maintaining the accuracy, efficiency, and integrity of portfolio operations — ensuring clients receive exceptional service and results. Position Summary The Portfolio Administrator will oversee the daily management of portfolio reporting, trading, and rebalancing. This role involves coordinating data flows between multiple systems, collaborating with advisors and operations teams, and implementing process improvements to strengthen investment operations. Key Responsibilities + Manage portfolio reporting, trading execution, and rebalancing workflows + Maintain data integration between custodial platforms and CRM systems + Set up and maintain accurate portfolio records, monitoring for exceptions + Prepare and deliver timely client reports + Document and refine operational procedures + Partner with cross-functional teams to enhance investment processes Requirements Qualifications + Bachelor’s degree or equivalent professional experience + Series 65 license (or ability to obtain within 3–6 months of hire) + Hands-on experience with securities trading, custodial systems, and database management + Proficiency in Microsoft Office; experience with Salesforce or other CRMs preferred + Strong attention to detail, analytical mindset, and excellent communication skills Preferred Experience + Familiarity with portfolio reporting and rebalancing platforms + Background in investment advisory or wealth management + Experience streamlining or automating operational workflows What the Firm Offers + Competitive base salary plus bonus potential + 401(k) with guaranteed contributions and profit sharing + Fully paid medical, dental, and vision coverage for employees and dependents + Employer-paid long-term disability insurance + Professional development and licensing support + Generous PTO, paid holidays, and volunteer time off + Flexible hybrid schedule from the Alameda office If you enjoy working at the intersection of operations and investments, excel in process management, and thrive in a collaborative, mission-focused environment, this position offers an excellent opportunity to contribute and grow. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .