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Associate Portfolio Manager
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-01-11
Listing for:
Ascendo Resources
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Wealth Management, Risk Manager/Analyst
Job Description & How to Apply Below
Associate Portfolio Manager
Our client is a large SEC registered investment advisor, and they are seeking an Associate Portfolio Manager
.
Base pay range: $/yr - $/yr
This role will support the firm's Portfolio Managers in the coordinated delivery of services to our ultra‑high net‑worth and institutional clients, and will support both investment and administrative processes.
Responsibilities- Support the Portfolio Manager in all areas to provide exceptional service to clients and counter parties.
- Prepare investment plans with PM guidance for individual client portfolios.
- Work with the PM, Operations team and external counter parties to develop and monitor execution of trades.
- Support PM’s client and counter party communication.
- Coordinate internal resources, including Client Services, Research and Operations, to provide maximum leverage to PM’s time and to ensure client needs are met.
- 5+ years work experience in financial services (private banking, buy‑side analyst, client services, investment adviser or related role).
- An undergraduate degree in business, finance, accounting or related field.
- Strong knowledge of Excel, Word and PowerPoint.
- Superb organizational, project management and interpersonal skills.
- Extreme attention to detail.
- Preferred languages:
Spanish and English.
Mid‑Senior level
Employment typeFull‑time
Job functionFinance
IndustriesBanking and Financial Services
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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