... Axys to ensure information is accurately posted Assist with sorting mail, scanning/maintenance of account documentation; act as primary back-up for phone coverage Requirements : Junior Portfolio ...
... Axys to ensure information is accurately posted Assist with sorting mail, scanning/maintenance of account documentation; act as primary back-up for phone coverage Requirements : Junior Portfolio ...
Associate Operations Analyst
Jacksonville, FL · On-site
Experience with Advent software products (Axys, APX) is preferred. * Required critical traits include: * Exceptional communication, both verbal and writing, skills. * Detail-oriented with strong ...
Associate Operations Analyst
Jacksonville, FL · On-site
Experience with Advent software products (Axys, APX) is preferred. * Required critical traits include: * Exceptional communication, both verbal and writing, skills. * Detail-oriented with strong ...
Client Service Associate
Menlo Park, CA · Hybrid
$65K - $75K/yr
Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred. * Excellent written and verbal communication skills. * Versatility, flexibility, and an ...
Client Service Associate
Menlo Park, CA · Hybrid
$65K - $75K/yr
Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred. * Excellent written and verbal communication skills. * Versatility, flexibility, and an ...
Experience with Advent software products (Axys, APX) is preferred. * Required critical traits include: * Exceptional communication, both verbal and writing, skills. * Detail-oriented with strong ...
Experience with Advent software products (Axys, APX) is preferred. * Required critical traits include: * Exceptional communication, both verbal and writing, skills. * Detail-oriented with strong ...
Client Service Associate
Seattle, WA · Hybrid
$65K - $75K/yr
Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred. * Excellent written and verbal communication skills. * Versatility, flexibility, and an ...
Client Service Associate
Seattle, WA · Hybrid
$65K - $75K/yr
Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred. * Excellent written and verbal communication skills. * Versatility, flexibility, and an ...
Experience in Advent Moxy /Axys Products Experience in SEI systems including PME, SEI Wealth Platform and Trust 3000 Microsoft Office Suite of products SQL or Enterprise Manager SEI's competitive ...
Experience in Advent Moxy /Axys Products Experience in SEI systems including PME, SEI Wealth Platform and Trust 3000 Microsoft Office Suite of products SQL or Enterprise Manager SEI's competitive ...
Open Rank Clinical Sciences Professional (Entry, Intermediate, Senior, Principal)
Aurora, CO · On-site
Engage with patient advocacy organizations (e.g., TSGA, AXYS) to support participant-centered research. Senior Level: * All tasks above, plus additional: * Clinical Research & Participant Engagement
Open Rank Clinical Sciences Professional (Entry, Intermediate, Senior, Principal)
Aurora, CO · On-site
Engage with patient advocacy organizations (e.g., TSGA, AXYS) to support participant-centered research. Senior Level: * All tasks above, plus additional: * Clinical Research & Participant Engagement
Client Delivery Specialist - Associate
Salt Lake City, UT · On-site
$75K - $85K/yr
Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...
Client Delivery Specialist - Associate
Salt Lake City, UT · On-site
$75K - $85K/yr
Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...
Client Delivery Specialist - Associate
Salt Lake City, UT · Hybrid
$75K - $85K/yr
Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...
Client Delivery Specialist - Associate
Salt Lake City, UT · Hybrid
$75K - $85K/yr
Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...
Client Delivery Specialist - Associate
Stamford, CT · On-site
$75K - $85K/yr
Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...
Client Delivery Specialist - Associate
Stamford, CT · On-site
$75K - $85K/yr
Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...
Exposure to one or more Investment Advisor portfolio management and/or trading systems (e.g., Advent/Axys, Schwab PortfolioCenter, Black Diamond, Charles River) a plus * Series 7/24, a plus WHAT can ...
Exposure to one or more Investment Advisor portfolio management and/or trading systems (e.g., Advent/Axys, Schwab PortfolioCenter, Black Diamond, Charles River) a plus * Series 7/24, a plus WHAT can ...
Client Service Associate
Bellevue, WA · Hybrid
$65K - $75K/yr
Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred. * Excellent written and verbal communication skills. * Versatility, flexibility, and an ...
Client Service Associate
Bellevue, WA · Hybrid
$65K - $75K/yr
Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred. * Excellent written and verbal communication skills. * Versatility, flexibility, and an ...
Open Rank Clinical Sciences Professional (Entry, Intermediate, Senior, Principal)
Aurora, CO · On-site
Engage with patient advocacy organizations (e.g., TSGA, AXYS) to support participant-centered research. Senior Level: * All tasks above, plus additional: * Clinical Research & Participant Engagement
Open Rank Clinical Sciences Professional (Entry, Intermediate, Senior, Principal)
Aurora, CO · On-site
Engage with patient advocacy organizations (e.g., TSGA, AXYS) to support participant-centered research. Senior Level: * All tasks above, plus additional: * Clinical Research & Participant Engagement
Client Delivery Specialist - Associate
Stamford, CT · Hybrid
$75K - $85K/yr
Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...
Client Delivery Specialist - Associate
Stamford, CT · Hybrid
$75K - $85K/yr
Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...
Compliance Analyst
Raleigh, NC · On-site
Exposure to one or more Investment Advisor portfolio management and/or trading systems (e.g., Advent/Axys, Schwab PortfolioCenter, Black Diamond, Charles River) a plus * Series 7/24, a plus WHAT can ...
Compliance Analyst
Raleigh, NC · On-site
Exposure to one or more Investment Advisor portfolio management and/or trading systems (e.g., Advent/Axys, Schwab PortfolioCenter, Black Diamond, Charles River) a plus * Series 7/24, a plus WHAT can ...
Client Service Associate
Bellevue, WA · On-site
$65K - $75K/yr
Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred. * Excellent written and verbal communication skills. * Versatility, flexibility, and an ...
Client Service Associate
Bellevue, WA · On-site
$65K - $75K/yr
Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred. * Excellent written and verbal communication skills. * Versatility, flexibility, and an ...
Axys information
See salary details
$11K - $22.6K
0% of jobs
$22.6K - $34.2K
0% of jobs
$34.2K - $45.8K
17% of jobs
$55.8K is the 25th percentile. Wages below this are outliers.
$45.8K - $57.4K
9% of jobs
$57.4K - $69K
5% of jobs
$69K - $80.5K
5% of jobs
$80.5K - $92.1K
11% of jobs
The median wage is $93.7K / yr.
$92.1K - $103.7K
19% of jobs
$108.8K is the 75th percentile. Wages above this are outliers.
$103.7K - $115.3K
20% of jobs
$115.3K - $126.9K
9% of jobs
$126.9K - $138.5K
4% of jobs
$11K
$89.7K
$138.5K
How much do axys jobs pay per year?
What are the key skills and qualifications needed to thrive as an Axys (portfolio management system) specialist, and why are they important?
What are Axys jobs?
What is an Axys job?
An Axys job typically refers to roles related to Axys, a portfolio management system used in the financial services industry. Professionals in these roles work with investment firms, hedge funds, or financial advisors to manage and analyze portfolios, generate reports, and ensure compliance. Responsibilities may include data integration, system customization, and troubleshooting. Strong knowledge of finance, accounting, and software systems is often required.
What are some common challenges faced by professionals using Axys in a portfolio management setting?
What is the difference between Axys vs Data Analyst?
| Aspect | Axys | Data Analyst |
|---|---|---|
| Required Credentials | Typically requires specialized software knowledge and industry-specific training | Often requires a bachelor's degree in data science, statistics, or related fields |
| Work Environment | Primarily in finance, investment, or asset management firms | In various industries including finance, marketing, healthcare, and technology |
| Employer & Industry Usage | Used mainly in financial services for portfolio management | Widely used across multiple sectors for data interpretation and reporting |
While Axys is a specialized software used mainly in financial asset management, Data Analysts work across diverse industries analyzing data to support business decisions. Both roles require analytical skills, but Axys focuses on portfolio and investment data, whereas Data Analysts handle broader data sets in various sectors.

$130K/yr
Other
Medical, Retirement
Posted 9 days ago
Job description
$3.8B+ fixed income RIA in New York City (Midtown) seeks both a junior, as well as mid-level, Portfolio Administrator to join their team supporting HNW individuals, trusts, endowments/foundations, and pension plans with investment counsel/portfolio management services.
Responsibilities:
Open/maintain new Separately Managed and Fund Accounts; monthly/semi-annual/quarterly account reporting; assist with tax packages
Collaborate with Sr. Administrator to help with private placements, managing capital calls/distributions and posting reports via secure investor portal
Work closely with senior management/administrators on ad-hoc reports of investment performance
Deposit checks; transfer cash; assist with account reconciliation to custodian accounts; work on Axys to ensure information is accurately posted
Assist with sorting mail, scanning/maintenance of account documentation; act as primary back-up for phone coverage
Requirements:
Junior Portfolio Administrator - 2+ years of experience at a financial services/investment advisory firm (boutique experience preferred)
Mid-level Portfolio Administrator - 5+ years of experience
Bachelor's degree required
Experience with Microsoft Office; exposure to Satuit CRM (or similar), DocuSign, SS&C's Advent Axys a plus
Knowledge of management company accounting and fund taxes a plus
Superior communications/organizational skills; ability to juggle multiple projects of varying priorities; ability to work individually and collaboratively; client-service focused
Target base salary for this role to be determined by various factors including but not limited to skillset and experience level. The Jr. Administrator is estimated at $75-100k per year. The mid-level Portfolio Administrator is estimated at $110-130k per year. In addition, these positions are eligible for annual discretionary bonus, healthcare benefits, retirement plan, etc.
About BCI Brokerage Consultants
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Chicago, IL, US
Year founded
1992