Portfolio Manager
Listed on 2026-03-01
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Finance & Banking
Financial Consultant, Wealth Management, Financial Analyst, Risk Manager/Analyst
Position: ASSOCIATE PORTFOLIO MANAGER – On-Site | Miami, FL
Company: CV Advisors
About the Company
CV Advisors is an independently-owned Family Office and SEC Registered Investment Adviser based in Miami, FL, serving ultra-high-net-worth families and institutional clients across the United States and internationally. The firm is committed to a boutique and highly personalized approach to investment management and advisory services.
Role Overview
We are seeking a meticulous, intelligent, humble, and proactive Associate Portfolio Manager to join our team 100% on-site in our Miami office. This role supports a Portfolio Manager in delivering exceptional service to clients by managing investment plans, execution workflows, operations coordination, and continuous communication with both clients and key counter parties. This position offers long-term growth and direct exposure to the Investment Committee.
Key Responsibilities
- Support the Portfolio Manager across all investment and client-focused activities to ensure outstanding service delivery.
- Assist in preparing investment plans and analytical materials for client portfolios aligned with liquidity needs and overarching strategies.
- Coordinate trade execution with the PM, Operations team, and external counter parties; monitor trade pipelines and follow-ups.
- Maintain ongoing communication with clients and counter parties, ensuring requests are handled efficiently and accurately.
- Partner internally with Client Services, Research, Operations, and other business units to support workflow efficiency and client satisfaction.
Qualifications
- Minimum of 5 years of experience in financial services (private banking, buy-side research/analysis, wealth management, client advisory support, or related functions).
- Bachelor’s degree in Finance, Business, Accounting, Economics, or related field required.
- Strong proficiency in Excel, PowerPoint, and Word.
- Exceptional organizational skills and attention to detail.
- Highly professional interpersonal and communication skills.
- Bilingual proficiency in English and Spanish strongly preferred, both written and verbal.
Compensation & Benefits
- Highly competitive salary
- Performance bonus structure.
- Health, dental and vision insurance.
- Corporate wellness program.
- 401(k) plan with 4% employer match.
- Extensive training and professional development support.
- Monday to Friday, on-site in Miami (no remote option).
Soft Skills & Values
- High integrity and discretion.
- Analytical strength and strong investment acumen.
- Humility, curiosity, and eagerness to develop professionally.
- Service-oriented mindset with strong client relationship skills.
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