Grandfield&Dodd,LLC

Investment Counsel

Careers

Open positions

PORTFOLIO SYSTEMS ADMINISTRATOR

The Portfolio Systems Administrator plays a pivotal role within Grandfield & Dodd’s data and technology team and is responsible for managing, optimizing, and ensuring the efficient operation of our portfolio systems. The ideal candidate will possess a blend of technical understanding, financial knowledge, and keen attention to detail, supporting the smooth operation of our investment strategies and the needs of our portfolio managers.

Core Responsibilities

  • Manage operational aspects of new account onboarding, including setting up account attributes in the portfolio accounting system, data feed connectivity to the custodian, and verifying funding status.
  • Ensure transaction/position integrity in Advent APX against client custodial records, including reviewing asset transfers, cost basis information, and corporate action transactions.
  • Maintain portfolio groups for performance, portfolio management, and compliance needs.
  • Research and remediate reconciliation discrepancies daily. Requires close and frequent communication (email and phone) with counterparts at custodial banks and internal settlement teams.
  • Prepare and distribute all month-end accounting and performance statements, per client-specific instructions, for the assigned client list during the first 7 business days after month end.
  • Oversee necessary steps for other operational activities over an account lifecycle, such as contributions/withdrawals, audit requests, and account terminations.
  • Safeguard that all system activities comply with regulatory and internal standards.
  • Provide internal “customer” support, quickly responding to a high volume of time-sensitive questions and requests from multiple internal teams.
  • Affirm trades on DTCC – TradeSuite

Requirement

  • 3-5 years of direct experience using the Advent Investment Suite (Moxy, Genesis, APX, REX)
  • Strong understanding of financial markets, securities, and portfolio management processes.
  • Technical proficiency, including familiarity with database management, Visual Basic, SQL, or relevant programming languages.
  • Ability to articulate issues and risks and propose solutions to various levels of staff and management.
  • Ability to drive continuous improvement and execution excellence.
  • Detail-oriented with a high degree of accuracy
  • Familiarity with Bloomberg and Factset
  • Bachelor’s degree. Preferably in accounting, finance, or relevant field.

Please respond with cover letter and resume to gdcmm@grandfield-dodd.com.

EQUITY RESEARCH ANALYST

Grandfield & Dodd, LLC, an independent NYC-based registered investment adviser, seeks an Equity Research Analyst to join our boutique firm. We employ a research-centric approach to oversee approximately $1.8 billion for high-net worth individuals, families, and trusts via separately managed accounts holding primarily individual stocks and bonds.

Equity investments are long-only with low turnover, and include mega, large and mid-cap companies. Extended investment horizon of 3+ years requires long-term thinking, rigorous analysis, and understanding of company and industry fundamentals.

Founded in 2001 with less than $100 million in assets under management, Grandfield & Dodd continues to grow its business on the strength of its client relationships, many of which span multiple generations. Correspondingly, we are looking for investment professionals to help us to build out a multi-generational firm that can serve our clients’ needs in the decades ahead.

Who you are

  • Interested in working in an entrepreneurial environment where each employee wears multiple hats to help build the business.
  • Client-first orientation with the highest level of personal and professional integrity.
  • Keenly interested in developing expertise in personal financial and estate planning matters that are of critical importance to many of our clients.
  • Strong computational, verbal, and written communication skills.
  • Collaborative by nature and operates in a transparent and forthcoming way in all interactions and dealings.
  • Minimum of 2 years fundamental equity research experience.
  • Bachelor’s degree, plus either MBA (Finance) or CFA designation.

What you’ll do

  • Equity research, including the development of specific stock recommendations and investable themes, and the production of written research for clients.
  • Analyze investments in response to specific client needs or requests (e.g., legacy holdings, externally generated investment ideas, private investment offers, etc.).
  • Maintain a constructive and relevant investment perspective that is informed by current economic and market backdrops.
  • Develop equity purchase candidates, inclusive of descriptive page and other support materials for group decision making.
  • Contribute to the ongoing understanding of current investments.
  • Update company descriptive pages for changes to company circumstances or evolution of investment case with attention to current risks and opportunities.
  • Active member of Research Working Group that oversees company fact page
    maintenance, corporate action communications, equity and bond research elements in client correspondence, equity and bond data integrity in portfolio management system.

What we offer

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Grandfield & Dodd, you are working for an organization that cares about your unique talents and passions.

We expect the base salary range for this role to be approximately $100,000-$150,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Grandfield & Dodd’s compensation package, which also includes up to 25% bonus: 25% employer contribution to self-directed retirement account status.

Grandfield & Dodd is an equal opportunity employer. We do not discriminate based on race, color, ethnicity, ancestry, national origin, religion, ex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, genetic information, marital status or any legally protected status. All your information will be kept confidential according to EEO guidelines.

Please respond with cover letter and resume to gdcmm@grandfield-dodd.com.

Click below to email us your cover letter and resumé.