Associate Portfolio Manager

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.

• 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

Full‑time

Finance

Banking and Financial Services