Associate Portfolio Advisor
Core
Manages investment activities for small to mid-sized personal trusts and individual portfolios, assisting in developing recommendations to achieve client investment objectives.
Role type
Associate Portfolio Advisor
Builds
Client portfolios and investment strategies
Domain
Wealth Management / Asset Management
Required skills
Investment and portfolio management theory, Accounting and financial principles, Investment strategies and instruments, Market analysis, Analytical and interpretive skills, Risk management practices
Preferred skills
Knowledge of CRA, Wealthbench, GPS, WM Alternatives tools, Project leadership
Technologies
CRA, Wealthbench, GPS, WM Alternatives
Responsibilities
Manage investment activities for major fee revenue producing accounts, Develop and recommend investment strategies for individual clients, Collaborate with Investment Advisors on investment strategy revisions, Coordinate portfolio activity with legal and outside attorneys, Provide guidance and mentoring to Investment Associates, Adhere to National Investment Guidelines and risk management practices
Seniority
Mid-level, hands-on IC