Portfolio Management Senior Associate
Core
Assists the Portfolio Management team in providing integrated investment advice and portfolio management services for high net worth clients.
Role type
Senior Associate, Portfolio Management Support
Builds
Client portfolios and investment strategies
Domain
Wealth Management / High Net Worth Client Services
Deliverable
client delivery
Required skills
Risk Management, Critical Thinking, Business Acumen, Analytical Thinking, Networking
Preferred skills
Investment administration experience
Technologies
N/A
Responsibilities
Supports aspects of the client portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews; Assists with engaging clients to review investment performance and anticipated market changes based on economic and industry analysis; Performs market analysis, gathers insights, and recommends strategies to support client's investment goals; Supports Portfolio Managers with conducting portfolio composition analysis, asset allocation monitoring, and ensuring investment policy statement quality and completeness; Manages and/or executes client investment transactions; Coordinates with client teams and partners to deliver an integrated service to the client, while identifying and resolving issues in an effective and timely manner
Seniority
Associate, 2+ years experience