Investment Associate - FIA
Core
Support Senior Portfolio Advisors in managing client relationships and overseeing investment programs for discretionary OCIO portfolios ranging from $10M to $500M.
Role type
Investment Associate (Financial Advisor)
Builds
Custom investment portfolios and client presentations for foundations, endowments, healthcare firms, and associations.
Domain
Wealth Management / Asset Management
Required skills
Portfolio performance assessment, asset allocation analysis, investment manager evaluation, client communication, compliance review, presentation creation, trading/rebalancing support
Preferred skills
Prior investment associate experience, CFA or CIMA enrollment, background in business/economics/accounting/finance
Technologies
N/A
Responsibilities
Create comprehensive client presentations reviewing performance and outlook; Assist in developing custom investment portfolios and participating in client meetings; Assess portfolio performance relative to benchmarks; Evaluate and recommend investment manager changes; Conduct asset allocation analysis; Support new business efforts and compliance reviews.
Seniority
Associate, individual contributor