Portfolio Management Senior Associate (PMSA), Private Banking
Core
Specialist role assisting Portfolio Managers in providing integrated investment advice and portfolio management services to high net worth clients.
Role type
Senior Associate, Private Banking Portfolio Management
Builds
Client investment portfolios and integrated service solutions
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio composition analysis, asset allocation monitoring, investment policy statement management, trade execution, risk management, market analysis, idea generation, compliance adherence
Preferred skills
None stated
Technologies
None stated
Responsibilities
Support Portfolio Managers with portfolio composition analysis and asset allocation monitoring; Create, update, and affirm Investment Policy Statements; Execute client investment transactions and manage account re-balancing; Perform daily monitoring and compliance clean-ups; Conduct market and platform research for idea generation; Coordinate internal delivery of investment services through CIO groups
Seniority
Mid-level specialist (4-5 years experience)