Portfolio Management Associate
Core
Support Financial Advisors and Private Wealth Advisors in developing financial plans, investment strategies, and client reports based on client goals.
Role type
Associate supporting financial advisors in portfolio management and client service
Builds
Financial plans, investment strategies, and client reports for existing and prospective clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Asset allocation management, client report preparation, financial research, estate/trust/retirement/insurance objective updates, digital and in-person marketing execution, financial products knowledge (equities, bonds, options, mutual funds, annuities, managed accounts)
Preferred skills
Four-year college degree, professional certification
Technologies
Firm-approved financial systems, MS Office (Excel), internet applications
Responsibilities
Enter or adjust asset allocations, prepare and review client reports, assist with financial research, participate in client meetings, update client objectives, review new client prospects, execute marketing strategies, provide feedback on business tools